Glassman Wealth Services’s Alleghany Corporation Y Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-13
Closed -$11K 2077
2022
Q3
$11K Buy
13
+1
+8% +$846 ﹤0.01% 780
2022
Q2
$10K Hold
12
﹤0.01% 828
2022
Q1
$10K Hold
12
﹤0.01% 843
2021
Q4
$8K Hold
12
﹤0.01% 883
2021
Q3
$7K Buy
12
+2
+20% +$1.17K ﹤0.01% 886
2021
Q2
$7K Hold
10
﹤0.01% 854
2021
Q1
$6K Hold
10
﹤0.01% 841
2020
Q4
$6K Hold
10
﹤0.01% 847
2020
Q3
$5K Hold
10
﹤0.01% 811
2020
Q2
$5K Hold
10
﹤0.01% 650
2020
Q1
$6K Hold
10
﹤0.01% 508
2019
Q4
$8K Hold
10
﹤0.01% 527
2019
Q3
$8K Hold
10
﹤0.01% 483
2019
Q2
$7K Hold
10
﹤0.01% 508
2019
Q1
$6K Hold
10
﹤0.01% 529
2018
Q4
$6K Hold
10
﹤0.01% 419
2018
Q3
$7K Hold
10
﹤0.01% 444
2018
Q2
$6K Hold
10
﹤0.01% 431
2018
Q1
$6K Hold
10
﹤0.01% 411
2017
Q4
$6K Hold
10
﹤0.01% 384
2017
Q3
$6K Hold
10
﹤0.01% 346
2017
Q2
$6K Hold
10
﹤0.01% 349
2017
Q1
$6K Sell
10
-281
-97% -$169K ﹤0.01% 394
2016
Q4
$177K Buy
291
+281
+2,810% +$171K 0.13% 94
2016
Q3
$5K Hold
10
﹤0.01% 368
2016
Q2
$5K Sell
10
-384
-97% -$192K ﹤0.01% 388
2016
Q1
$196K Sell
394
-179
-31% -$89K 0.18% 59
2015
Q4
$274K Hold
573
0.25% 48
2015
Q3
$268K Hold
573
0.24% 47
2015
Q2
$269K Hold
573
0.22% 47
2015
Q1
$279K Sell
573
-48
-8% -$23.4K 0.22% 46
2014
Q4
$288K Buy
+621
New +$288K 0.21% 49