GWM
Graybill Wealth Management’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-159,784
| Closed | -$4.23M | – | 48 |
|
|
2018
Q3 | $4.23M | Sell |
159,784
-2,040
| -1% | -$54K | 3.06% | 5 |
|
|
2018
Q2 | $4.25M | Sell |
161,824
-4,005
| -2% | -$105K | 3.26% | 4 |
|
|
2018
Q1 | $4.5M | Sell |
165,829
-2,215
| -1% | -$60.1K | 3.43% | 3 |
|
|
2017
Q4 | $4.9M | Buy |
168,044
+2,550
| +2% | +$74.4K | 3.53% | 3 |
|
|
2017
Q3 | $4.02M | Sell |
165,494
-40
| -0% | -$970 | 2.97% | 5 |
|
|
2017
Q2 | $3.46M | Buy |
165,534
+1,221
| +0.7% | +$25.5K | 2.73% | 12 |
|
|
2017
Q1 | $3.34M | Buy |
164,313
+2,488
| +2% | +$50.6K | 2.65% | 13 |
|
|
2016
Q4 | $3.08M | Buy |
161,825
+3,285
| +2% | +$62.5K | 2.63% | 16 |
|
|
2016
Q3 | $3.09M | Sell |
158,540
-880
| -0.6% | -$17.1K | 2.87% | 9 |
|
|
2016
Q2 | $2.72M | Sell |
159,420
-1,630
| -1% | -$27.8K | 2.52% | 16 |
|
|
2016
Q1 | $3.02M | Buy |
161,050
+1,960
| +1% | +$36.7K | 2.72% | 13 |
|
|
2015
Q4 | $2.97M | Sell |
159,090
-4,265
| -3% | -$79.5K | 2.56% | 15 |
|
|
2015
Q3 | $3.33M | Buy |
163,355
+2,145
| +1% | +$43.7K | 2.73% | 10 |
|
|
2015
Q2 | $3.62M | Buy |
161,210
+56,530
| +54% | +$1.27M | 2.68% | 8 |
|
|
2015
Q1 | $2.2M | Buy |
104,680
+1,355
| +1% | +$28.4K | 1.65% | 37 |
|
|
2014
Q4 | $2.44M | Buy |
103,325
+490
| +0.5% | +$11.6K | 1.85% | 33 |
|
|
2014
Q3 | $2.38M | Buy |
102,835
+990
| +1% | +$22.9K | 1.83% | 33 |
|
|
2014
Q2 | $2.44M | Buy |
+101,845
| New | +$2.44M | 1.88% | 33 |
|