Moneta Group 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
$1.51M Sell
14,258
-601
-4% -$63.5K 0.02% 253
2025
Q1
$1.43M Sell
14,859
-702
-5% -$67.6K 0.02% 250
2024
Q4
$1.47M Buy
15,561
+896
+6% +$84.7K 0.02% 242
2024
Q3
$1.14M Sell
14,665
-970
-6% -$75.2K 0.02% 263
2024
Q2
$942K Buy
15,635
+1,670
+12% +$101K 0.02% 278
2024
Q1
$954K Sell
13,965
-315
-2% -$21.5K 0.02% 276
2023
Q4
$836K Sell
14,280
-116
-0.8% -$6.79K 0.02% 262
2023
Q3
$845K Buy
14,396
+15
+0.1% +$880 0.02% 244
2023
Q2
$1.09M Buy
14,381
+273
+2% +$20.6K 0.02% 218
2023
Q1
$938K Buy
14,108
+2,243
+19% +$149K 0.02% 223
2022
Q4
$580K Buy
11,865
+283
+2% +$13.8K 0.02% 270
2022
Q3
$569K Buy
11,582
+677
+6% +$33.3K 0.02% 258
2022
Q2
$617K Sell
10,905
-845
-7% -$47.8K 0.02% 273
2022
Q1
$803K Buy
11,750
+815
+7% +$55.7K 0.03% 232
2021
Q4
$786K Buy
10,935
+95
+0.9% +$6.83K 0.03% 236
2021
Q3
$633K Buy
10,840
+10
+0.1% +$584 0.03% 247
2021
Q2
$516K Buy
10,830
+825
+8% +$39.3K 0.02% 281
2021
Q1
$369K Sell
10,005
-3,495
-26% -$129K 0.02% 297
2020
Q4
$401K Buy
13,500
+725
+6% +$21.5K 0.03% 218
2020
Q3
$301K Buy
12,775
+5,055
+65% +$119K 0.03% 219
2020
Q2
$212K Buy
+7,720
New +$212K 0.02% 237