MLL
Moody Lynn & Lieberson’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
34,235
+218
| +0.6% | +$23K | 0.21% | 73 |
|
|
2025
Q1 | $3.27M | Sell |
34,017
-395
| -1% | -$38K | 0.21% | 64 |
|
|
2024
Q4 | $3.25M | Buy |
+34,412
| New | +$3.25M | 0.2% | 64 |
|
|
2023
Q4 | – | Sell |
-21,548
| Closed | -$1.26M | – | 237 |
|
|
2023
Q3 | $1.26M | Sell |
21,548
-42,069
| -66% | -$2.47M | 0.11% | 96 |
|
|
2023
Q2 | $4.81M | Buy |
63,617
+45,917
| +259% | +$3.47M | 0.39% | 52 |
|
|
2023
Q1 | $1.18M | Buy |
17,700
+850
| +5% | +$56.5K | 0.11% | 101 |
|
|
2022
Q4 | $823K | Hold |
16,850
| – | – | 0.08% | 120 |
|
|
2022
Q3 | $828K | Hold |
16,850
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $953K | Buy |
16,850
+11,510
| +216% | +$651K | 0.09% | 107 |
|
|
2022
Q1 | $1.83M | Sell |
5,340
-17,819
| -77% | -$6.09M | 0.13% | 90 |
|
|
2021
Q4 | $8.32M | Buy |
23,159
+200
| +0.9% | +$71.9K | 0.56% | 48 |
|
|
2021
Q3 | $6.71M | Buy |
22,959
+897
| +4% | +$262K | 0.5% | 56 |
|
|
2021
Q2 | $5.26M | Buy |
+22,062
| New | +$5.26M | 0.4% | 62 |
|
|
2019
Q2 | – | Sell |
-34,040
| Closed | -$2.86M | – | 196 |
|
|
2019
Q1 | $2.86M | Buy |
34,040
+29,960
| +734% | +$2.52M | 0.33% | 60 |
|
|
2018
Q4 | $287K | Buy |
+4,080
| New | +$287K | 0.04% | 174 |
|