Glassman Wealth Services’s Mizuho Financial MFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,989
| Closed | -$37.8K | – | 1150 |
|
|
2023
Q4 | $37.8K | Buy |
10,989
+672
| +7% | +$2.31K | 0.01% | 523 |
|
|
2023
Q3 | $35.4K | Buy |
10,317
+1,579
| +18% | +$5.42K | 0.01% | 507 |
|
|
2023
Q2 | $26.8K | Buy |
8,738
+150
| +2% | +$461 | ﹤0.01% | 553 |
|
|
2023
Q1 | $24.2K | Sell |
8,588
-378
| -4% | -$1.07K | ﹤0.01% | 591 |
|
|
2022
Q4 | $25.5K | Sell |
8,966
-376
| -4% | -$1.07K | ﹤0.01% | 603 |
|
|
2022
Q3 | $21K | Buy |
9,342
+2,436
| +35% | +$5.48K | ﹤0.01% | 603 |
|
|
2022
Q2 | $15K | Buy |
6,906
+1,676
| +32% | +$3.64K | ﹤0.01% | 705 |
|
|
2022
Q1 | $13K | Buy |
5,230
+382
| +8% | +$950 | ﹤0.01% | 760 |
|
|
2021
Q4 | $12K | Buy |
4,848
+925
| +24% | +$2.29K | ﹤0.01% | 735 |
|
|
2021
Q3 | $11K | Buy |
3,923
+411
| +12% | +$1.15K | ﹤0.01% | 752 |
|
|
2021
Q2 | $10K | Hold |
3,512
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $10K | Buy |
3,512
+97
| +3% | +$276 | ﹤0.01% | 712 |
|
|
2020
Q4 | $9K | Sell |
3,415
-1,038
| -23% | -$2.74K | ﹤0.01% | 747 |
|
|
2020
Q3 | $11K | Buy |
4,453
+2,879
| +183% | +$7.11K | ﹤0.01% | 593 |
|
|
2020
Q2 | $4K | Buy |
+1,574
| New | +$4K | ﹤0.01% | 684 |
|
|
2020
Q1 | – | Sell |
-196
| Closed | -$1K | – | 1385 |
|
|
2019
Q4 | $1K | Buy |
+196
| New | +$1K | ﹤0.01% | 975 |
|
|
2018
Q4 | – | Sell |
-603
| Closed | -$2K | – | 891 |
|
|
2018
Q3 | $2K | Buy |
+603
| New | +$2K | ﹤0.01% | 603 |
|