Glassman Wealth Services’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,130
Closed -$66.1K 810
2023
Q4
$66.1K Buy
1,130
+60
+6% +$3.32K 0.01% 389
2023
Q3
$62.8K Sell
1,070
-14
-1% -$927 0.01% 368
2023
Q2
$81.9K Buy
1,084
+19
+2% +$1.29K 0.01% 296
2023
Q1
$70.8K Sell
1,065
-2
-0.2% -$114 0.01% 327
2022
Q4
$52.2K Buy
1,067
+56
+6% +$2.92K 0.01% 412
2022
Q3
$50K Sell
1,011
-96
-9% -$5.2K 0.01% 387
2022
Q2
$63K Buy
1,107
+167
+18% +$9.92K 0.01% 344
2022
Q1
$64K Buy
940
+185
+25% +$11.5K 0.01% 347
2021
Q4
$54K Buy
755
+220
+41% +$14.5K 0.01% 355
2021
Q3
$31K Buy
535
+300
+128% +$17.4K 0.01% 463
2021
Q2
$11K Buy
235
+40
+21% +$1.71K ﹤0.01% 729
2021
Q1
$7K Sell
195
-195
-50% -$6.38K ﹤0.01% 794
2020
Q4
$12K Buy
390
+15
+4% +$379 ﹤0.01% 669
2020
Q3
$9K Sell
375
-45
-11% -$1.16K ﹤0.01% 643
2020
Q2
$12K Buy
420
+80
+24% +$2.01K ﹤0.01% 460
2020
Q1
$7K Buy
340
+5
+1% +$107 ﹤0.01% 475
2019
Q4
$7K Buy
335
+45
+16% +$847 ﹤0.01% 536
2019
Q3
$4K Hold
290
﹤0.01% 570
2019
Q2
$4K Hold
290
﹤0.01% 582
2019
Q1
$5K Hold
290
﹤0.01% 542
2018
Q4
$4K Hold
290
﹤0.01% 458
2018
Q3
$5K Buy
+290
New +$4.43K ﹤0.01% 472

Other funds holding FTNT