Glassman Wealth Services’s WestRock Company WRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-383
| Closed | -$15.9K | – | 1952 |
|
|
2023
Q4 | $15.9K | Hold |
383
| – | – | ﹤0.01% | 751 |
|
|
2023
Q3 | $13.7K | Buy |
383
+21
| +6% | +$688 | ﹤0.01% | 766 |
|
|
2023
Q2 | $10.5K | Sell |
362
-71
| -16% | -$2.06K | ﹤0.01% | 801 |
|
|
2023
Q1 | $13.2K | Buy |
433
+171
| +65% | +$5.64K | ﹤0.01% | 737 |
|
|
2022
Q4 | $9.21K | Sell |
262
-32
| -11% | -$1.11K | ﹤0.01% | 852 |
|
|
2022
Q3 | $9K | Buy |
294
+164
| +126% | +$6.48K | ﹤0.01% | 848 |
|
|
2022
Q2 | $5K | Buy |
130
+7
| +6% | +$329 | ﹤0.01% | 1041 |
|
|
2022
Q1 | $6K | Sell |
123
-6
| -5% | -$274 | ﹤0.01% | 981 |
|
|
2021
Q4 | $6K | Buy |
129
+13
| +11% | +$612 | ﹤0.01% | 958 |
|
|
2021
Q3 | $6K | Buy |
116
+33
| +40% | +$1.67K | ﹤0.01% | 938 |
|
|
2021
Q2 | $4K | Buy |
83
+17
| +26% | +$951 | ﹤0.01% | 1015 |
|
|
2021
Q1 | $3K | Buy |
66
+20
| +43% | +$933 | ﹤0.01% | 1039 |
|
|
2020
Q4 | $2K | Buy |
46
+4
| +10% | +$165 | ﹤0.01% | 1122 |
|
|
2020
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q2 | $1K | Sell |
42
-13
| -24% | -$369 | ﹤0.01% | 1153 |
|
|
2020
Q1 | $2K | Buy |
55
+49
| +817% | +$1.76K | ﹤0.01% | 773 |
|
|
2019
Q4 | $0 | Sell |
6
-2
| -25% | -$78 | ﹤0.01% | 1549 |
|
|
2019
Q3 | $0 | Sell |
8
-35
| -81% | -$1.25K | ﹤0.01% | 1436 |
|
|
2019
Q2 | $2K | Buy |
43
+37
| +617% | +$1.36K | ﹤0.01% | 769 |
|
|
2019
Q1 | $0 | Sell |
6
-20
| -77% | -$782 | ﹤0.01% | 1234 |
|
|
2018
Q4 | $1K | Buy |
26
+17
| +189% | +$750 | ﹤0.01% | 717 |
|
|
2018
Q3 | $0 | Sell |
9
-13
| -59% | -$728 | ﹤0.01% | 986 |
|
|
2018
Q2 | $1K | Sell |
22
-5
| -19% | -$307 | ﹤0.01% | 753 |
|
|
2018
Q1 | $2K | Buy |
27
+14
| +108% | +$925 | ﹤0.01% | 568 |
|
|
2017
Q4 | $1K | Buy |
13
+4
| +44% | +$243 | ﹤0.01% | 633 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 519 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 511 |
|
|
2017
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 714 |
|
|
2016
Q4 | $0 | Sell |
9
-400
| -98% | -$19.7K | ﹤0.01% | 733 |
|
|
2016
Q3 | $20K | Buy |
409
+9
| +2% | +$402 | 0.02% | 233 |
|
|
2016
Q2 | $16K | Buy |
+400
| New | +$15K | 0.01% | 255 |
|
Other funds holding WRK
GA
DKCM
