GWS
Glassman Wealth Services’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,135
| Closed | -$175K | – | 1511 |
|
|
2023
Q4 | $175K | Sell |
1,135
-42
| -4% | -$6.49K | 0.02% | 212 |
|
|
2023
Q3 | $152K | Buy |
1,177
+389
| +49% | +$50.3K | 0.02% | 213 |
|
|
2023
Q2 | $108K | Sell |
788
-5
| -0.6% | -$684 | 0.02% | 252 |
|
|
2023
Q1 | $100K | Sell |
793
-333
| -30% | -$42.1K | 0.02% | 266 |
|
|
2022
Q4 | $116K | Buy |
1,126
+323
| +40% | +$33.3K | 0.02% | 244 |
|
|
2022
Q3 | $65K | Sell |
803
-126
| -14% | -$10.2K | 0.01% | 330 |
|
|
2022
Q2 | $84K | Buy |
929
+133
| +17% | +$12K | 0.02% | 284 |
|
|
2022
Q1 | $88K | Buy |
796
+313
| +65% | +$34.6K | 0.02% | 285 |
|
|
2021
Q4 | $68K | Sell |
483
-291
| -38% | -$41K | 0.01% | 313 |
|
|
2021
Q3 | $105K | Buy |
774
+75
| +11% | +$10.2K | 0.02% | 236 |
|
|
2021
Q2 | $98K | Buy |
699
+55
| +9% | +$7.71K | 0.02% | 238 |
|
|
2021
Q1 | $79K | Sell |
644
-96
| -13% | -$11.8K | 0.02% | 261 |
|
|
2020
Q4 | $96K | Buy |
740
+90
| +14% | +$11.7K | 0.02% | 234 |
|
|
2020
Q3 | $101K | Buy |
650
+117
| +22% | +$18.2K | 0.03% | 199 |
|
|
2020
Q2 | $75K | Buy |
533
+65
| +14% | +$9.15K | 0.02% | 196 |
|
|
2020
Q1 | $52K | Sell |
468
-4
| -0.8% | -$444 | 0.02% | 229 |
|
|
2019
Q4 | $63K | Buy |
472
+11
| +2% | +$1.47K | 0.02% | 222 |
|
|
2019
Q3 | $54K | Hold |
461
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $63K | Sell |
461
-2
| -0.4% | -$273 | 0.03% | 215 |
|
|
2019
Q1 | $53K | Hold |
463
| – | – | 0.02% | 227 |
|
|
2018
Q4 | $46K | Buy |
463
+148
| +47% | +$14.7K | 0.02% | 200 |
|
|
2018
Q3 | $39K | Buy |
315
+149
| +90% | +$18.4K | 0.02% | 238 |
|
|
2018
Q2 | $19K | Hold |
166
| – | – | 0.01% | 311 |
|
|
2018
Q1 | $17K | Buy |
166
+139
| +515% | +$14.2K | 0.01% | 308 |
|
|
2017
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 473 |
|