Allen Mooney & Barnes Investment Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Hold |
6,247
| – | – | 0.11% | 84 |
|
|
2025
Q1 | $601K | Sell |
6,247
-232
| -4% | -$22.3K | 0.1% | 91 |
|
|
2024
Q4 | $612K | Sell |
6,479
-176
| -3% | -$16.6K | 0.1% | 89 |
|
|
2024
Q3 | $516K | Sell |
6,655
-200
| -3% | -$15.5K | 0.09% | 98 |
|
|
2024
Q2 | $413K | Sell |
6,855
-268
| -4% | -$16.2K | 0.07% | 114 |
|
|
2024
Q1 | $486K | Sell |
7,123
-80
| -1% | -$5.46K | 0.09% | 104 |
|
|
2023
Q4 | $422K | Buy |
7,203
+533
| +8% | +$31.2K | 0.08% | 108 |
|
|
2023
Q3 | $391K | Buy |
6,670
+646
| +11% | +$37.9K | 0.08% | 103 |
|
|
2023
Q2 | $455K | Sell |
6,024
-725
| -11% | -$54.8K | 0.1% | 93 |
|
|
2023
Q1 | $449K | Buy |
6,749
+106
| +2% | +$7.05K | 0.11% | 89 |
|
|
2022
Q4 | $325K | Sell |
6,643
-177
| -3% | -$8.65K | 0.08% | 107 |
|
|
2022
Q3 | $335K | Sell |
6,820
-125
| -2% | -$6.14K | 0.09% | 105 |
|
|
2022
Q2 | $393K | Hold |
6,945
| – | – | 0.1% | 99 |
|
|
2022
Q1 | $475K | Buy |
+6,945
| New | +$475K | 0.11% | 99 |
|