Glassman Wealth Services’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$269 | – | 1142 |
|
|
2023
Q4 | $269 | Buy |
4
+2
| +100% | +$135 | ﹤0.01% | 1842 |
|
|
2023
Q3 | $150 | Hold |
2
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q2 | $184 | Sell |
2
-2
| -50% | -$184 | ﹤0.01% | 1824 |
|
|
2023
Q1 | $415 | Buy |
+4
| New | +$415 | ﹤0.01% | 1654 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 1997 |
|
|
2022
Q3 | $0 | Sell |
1
-5
| -83% | – | ﹤0.01% | 1863 |
|
|
2022
Q2 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 1466 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1446 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1568 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1544 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1383 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 974 |
|
|
2019
Q3 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 875 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 887 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 843 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 708 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 685 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 845 |
|