GWS
Glassman Wealth Services’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$335 | – | 1171 |
|
|
2023
Q4 | $335 | Hold |
4
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q3 | $299 | Hold |
4
| – | – | ﹤0.01% | 1830 |
|
|
2023
Q2 | $338 | Hold |
4
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q1 | $315 | Hold |
4
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q4 | $293 | Sell |
4
-8
| -67% | -$586 | ﹤0.01% | 1719 |
|
|
2022
Q3 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1457 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1879 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q4 | $0 | Sell |
4
-31,448
| -100% | – | ﹤0.01% | 1801 |
|
|
2021
Q3 | $2.62M | Buy |
31,452
+17,500
| +125% | +$1.46M | 0.55% | 20 |
|
|
2021
Q2 | $1.23M | Sell |
13,952
-35,000
| -71% | -$3.08M | 0.26% | 32 |
|
|
2021
Q1 | $4.36M | Buy |
48,952
+35,000
| +251% | +$3.12M | 0.93% | 16 |
|
|
2020
Q4 | $1.02M | Buy |
13,952
+13,948
| +348,700% | +$1.02M | 0.24% | 42 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q2 | $0 | Sell |
4
-31,401
| -100% | – | ﹤0.01% | 1420 |
|
|
2020
Q1 | $1.83M | Sell |
31,405
-34,993
| -53% | -$2.04M | 0.71% | 16 |
|
|
2019
Q4 | $4.94M | Sell |
66,398
-12,589
| -16% | -$936K | 1.87% | 11 |
|
|
2019
Q3 | $6.1M | Sell |
78,987
-35,000
| -31% | -$2.7M | 2.46% | 9 |
|
|
2019
Q2 | $8.27M | Sell |
113,987
-35,000
| -23% | -$2.54M | 3.34% | 8 |
|
|
2019
Q1 | $10.6M | Buy |
+148,987
| New | +$10.6M | 4.6% | 7 |
|
|
2015
Q1 | – | Sell |
-465
| Closed | -$26K | – | 444 |
|
|
2014
Q4 | $26K | Buy |
+465
| New | +$26K | 0.02% | 213 |
|