Williams Jones Wealth Management’s Globe Life GL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Hold |
4,306
| – | – | 0.01% | 339 |
|
|
2025
Q1 | $567K | Hold |
4,306
| – | – | 0.01% | 318 |
|
|
2024
Q4 | $480K | Hold |
4,306
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $456K | Hold |
4,306
| – | – | 0.01% | 373 |
|
|
2024
Q2 | $354K | Sell |
4,306
-761
| -15% | -$62.6K | ﹤0.01% | 391 |
|
|
2024
Q1 | $590K | Hold |
5,067
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $617K | Hold |
5,067
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $551K | Hold |
5,067
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $555K | Hold |
5,067
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $557K | Hold |
5,067
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $611K | Sell |
5,067
-1
| -0% | -$121 | 0.01% | 332 |
|
|
2022
Q3 | $505K | Sell |
5,068
-5
| -0.1% | -$498 | 0.01% | 355 |
|
|
2022
Q2 | $494K | Buy |
+5,073
| New | +$494K | 0.01% | 362 |
|
|
2021
Q2 | – | Sell |
-3,672
| Closed | -$355K | – | 507 |
|
|
2021
Q1 | $355K | Hold |
3,672
| – | – | 0.01% | 355 |
|
|
2020
Q4 | $349K | Hold |
3,672
| – | – | 0.01% | 343 |
|
|
2020
Q3 | $293K | Hold |
3,672
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $273K | Hold |
3,672
| – | – | 0.01% | 333 |
|
|
2020
Q1 | $264K | Hold |
3,672
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $386K | Hold |
3,672
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $352K | Buy |
+3,672
| New | +$352K | 0.01% | 318 |
|