OWM
OneAscent Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
4,522
+174
| +4% | +$18.4K | 0.18% | 67 |
|
|
2025
Q1 | $419K | Buy |
4,348
+392
| +10% | +$37.8K | 0.18% | 63 |
|
|
2024
Q4 | $374K | Buy |
+3,956
| New | +$374K | 0.15% | 80 |
|
|
2023
Q3 | – | Sell |
-4,839
| Closed | -$366K | – | 164 |
|
|
2023
Q2 | $366K | Buy |
+4,839
| New | +$366K | 0.17% | 55 |
|