Glassman Wealth Services historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Glassman Wealth Services opened 134 positions, added to 71, reduced 57 and sold out of 331.
- Q1 2024: Stock BLACKROCK INC; Country of operation United States; Class COM; Shares before 726.
- Q1 2024: Stock NIKOLA CORP; Country of operation United States; Class COM; Shares before 220,876.
- Q1 2024: Stock LABORATORY CORP AMER HLDGS; Country of operation United States; Class COM NEW; Shares before 756.
- Q1 2024: Stock LAM RESEARCH CORP; Country of operation United States; Class COM; Shares before 152.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1642160), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 726 | 0 | -726 | $589,367 | $0 | -$589,367 | 2024-05-03 |
|---|
| Q1 2024 | NIKOLA CORP
CUSIP 654110105 | United States | COM | 220,876 | 0 | -220,876 | $193,222 | $0 | -$193,222 | 2024-05-03 |
|---|
| Q1 2024 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 756 | 0 | -756 | $171,831 | $0 | -$171,831 | 2024-05-03 |
|---|
| Q1 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 152 | 0 | -152 | $119,056 | $0 | -$119,056 | 2024-05-03 |
|---|
| Q1 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 1,184 | 0 | -1,184 | $91,085 | $0 | -$91,085 | 2024-05-03 |
|---|
| Q1 2024 | ANSYS INC
CUSIP 03662Q105 | United States | COM | 211 | 0 | -211 | $76,568 | $0 | -$76,568 | 2024-05-03 |
|---|
| Q1 2024 | HESS CORP
CUSIP 42809H107 | United States | COM | 400 | 0 | -400 | $57,664 | $0 | -$57,664 | 2024-05-03 |
|---|
| Q1 2024 | PIONEER NAT RES CO
CUSIP 723787107 | United States | COM | 253 | 0 | -253 | $56,895 | $0 | -$56,895 | 2024-05-03 |
|---|
| Q1 2024 | WOLFSPEED INC
CUSIP 977852102 | United States | COM | 1,182 | 0 | -1,182 | $51,429 | $0 | -$51,429 | 2024-05-03 |
|---|
| Q1 2024 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 212 | 0 | -212 | $49,928 | $0 | -$49,928 | 2024-05-03 |
|---|
| Q1 2024 | TE CONNECTIVITY LTD
CUSIP H84989104 | | SHS | 297 | 0 | -297 | $41,729 | $0 | -$41,729 | 2024-05-03 |
|---|
| Q1 2024 | APTIV PLC
CUSIP G6095L109 | | SHS | 444 | 0 | -444 | $39,836 | $0 | -$39,836 | 2024-05-03 |
|---|
| Q1 2024 | FLEETCOR TECHNOLOGIES INC
CUSIP 339041105 | United States | COM | 129 | 0 | -129 | $36,457 | $0 | -$36,457 | 2024-05-03 |
|---|
| Q1 2024 | PARAMOUNT GLOBAL
CUSIP 92556H206 | United States | CLASS B COM | 2,415 | 0 | -2,415 | $35,721 | $0 | -$35,721 | 2024-05-03 |
|---|
| Q1 2024 | SIX FLAGS ENTMT CORP NEW
CUSIP 83001A102 | United States | COM | 1,357 | 0 | -1,357 | $34,034 | $0 | -$34,034 | 2024-05-03 |
|---|
| Q1 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 1,280 | 0 | -1,280 | $33,432 | $0 | -$33,432 | 2024-05-03 |
|---|
| Q1 2024 | MARATHON OIL CORP
CUSIP 565849106 | United States | COM | 1,346 | 0 | -1,346 | $32,519 | $0 | -$32,519 | 2024-05-03 |
|---|
| Q1 2024 | BROOKFIELD RENEWABLE CORP
CUSIP 11284V105 | | CL A SUB VTG | 849 | 0 | -849 | $24,443 | $0 | -$24,443 | 2024-05-03 |
|---|
| Q1 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 193 | 0 | -193 | $21,693 | $0 | -$21,693 | 2024-05-03 |
|---|
| Q1 2024 | AVANGRID INC
CUSIP 05351W103 | United States | COM | 604 | 0 | -604 | $19,576 | $0 | -$19,576 | 2024-05-03 |
|---|
| Q1 2024 | BUNGE LIMITED
CUSIP G16962105 | United States | COM DELETED | 174 | 0 | -174 | $17,565 | $0 | -$17,565 | 2024-05-03 |
|---|
| Q1 2024 | WESTROCK CO
CUSIP 96145D105 | United States | COM | 383 | 0 | -383 | $15,902 | $0 | -$15,902 | 2024-05-03 |
|---|
| Q1 2024 | BROOKFIELD INFRASTRUCTURE CO
CUSIP 11275Q107 | | COM SB VTG SHS A | 404 | 0 | -404 | $14,253 | $0 | -$14,253 | 2024-05-03 |
|---|
| Q1 2024 | BARRICK GOLD CORP
CUSIP 067901108 | | COM | 677 | 0 | -677 | $12,247 | $0 | -$12,247 | 2024-05-03 |
|---|
| Q1 2024 | JUNIPER NETWORKS INC
CUSIP 48203R104 | United States | COM | 378 | 0 | -378 | $11,143 | $0 | -$11,143 | 2024-05-03 |
|---|
| Q1 2024 | KARUNA THERAPEUTICS INC
CUSIP 48576A100 | United States | COM | 35 | 0 | -35 | $11,078 | $0 | -$11,078 | 2024-05-03 |
|---|
| Q1 2024 | PREMIER INC
CUSIP 74051N102 | United States | CL A | 488 | 0 | -488 | $10,912 | $0 | -$10,912 | 2024-05-03 |
|---|
| Q1 2024 | PAVMED INC
CUSIP 70387R403 | United States | COM NEW ADDED | 2,319 | 0 | -2,319 | $9,554 | $0 | -$9,554 | 2024-05-03 |
|---|
| Q1 2024 | SPLUNK INC
CUSIP 848637104 | United States | COM | 58 | 0 | -58 | $8,836 | $0 | -$8,836 | 2024-05-03 |
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| Q1 2024 | TEEKAY CORPORATION
CUSIP Y8564W103 | | COM | 1,211 | 0 | -1,211 | $8,656 | $0 | -$8,656 | 2024-05-03 |
|---|
| Q1 2024 | NORDSTROM INC
CUSIP 655664100 | United States | COM | 458 | 0 | -458 | $8,450 | $0 | -$8,450 | 2024-05-03 |
|---|
| Q1 2024 | COOPER COS INC
CUSIP 216648402 | United States | COM NEW | 22 | 0 | -22 | $8,326 | $0 | -$8,326 | 2024-05-03 |
|---|
| Q1 2024 | BERRY GLOBAL GROUP INC
CUSIP 08579W103 | United States | COM | 121 | 0 | -121 | $8,154 | $0 | -$8,154 | 2024-05-03 |
|---|
| Q1 2024 | HUDSON PAC PPTYS INC
CUSIP 444097109 | United States | COM | 859 | 0 | -859 | $7,997 | $0 | -$7,997 | 2024-05-03 |
|---|
| Q1 2024 | LAKELAND BANCORP INC
CUSIP 511637100 | United States | COM | 478 | 0 | -478 | $7,070 | $0 | -$7,070 | 2024-05-03 |
|---|
| Q1 2024 | CHAMPIONX CORPORATION
CUSIP 15872M104 | United States | COM | 224 | 0 | -224 | $6,543 | $0 | -$6,543 | 2024-05-03 |
|---|
| Q1 2024 | CATALENT INC
CUSIP 148806102 | United States | COM | 138 | 0 | -138 | $6,200 | $0 | -$6,200 | 2024-05-03 |
|---|
| Q1 2024 | SUPER MICRO COMPUTER INC
CUSIP 86800U104 | United States | COM | 21 | 0 | -21 | $5,969 | $0 | -$5,969 | 2024-05-03 |
|---|
| Q1 2024 | ZUORA INC
CUSIP 98983V106 | United States | COM CL A | 631 | 0 | -631 | $5,931 | $0 | -$5,931 | 2024-05-03 |
|---|
| Q1 2024 | UNITED STATES STL CORP NEW
CUSIP 912909108 | United States | COM | 113 | 0 | -113 | $5,497 | $0 | -$5,497 | 2024-05-03 |
|---|
| Q1 2024 | MIRATI THERAPEUTICS INC
CUSIP 60468T105 | United States | COM | 89 | 0 | -89 | $5,229 | $0 | -$5,229 | 2024-05-03 |
|---|
| Q1 2024 | 23ANDME HOLDING CO
CUSIP 90138Q108 | United States | CLASS A COM | 5,534 | 0 | -5,534 | $5,055 | $0 | -$5,055 | 2024-05-03 |
|---|
| Q1 2024 | PINNACLE FINL PARTNERS INC
CUSIP 72346Q104 | United States | COM | 53 | 0 | -53 | $4,623 | $0 | -$4,623 | 2024-05-03 |
|---|
| Q1 2024 | CHARGEPOINT HOLDINGS INC
CUSIP 15961R105 | United States | COM CL A | 1,716 | 0 | -1,716 | $4,015 | $0 | -$4,015 | 2024-05-03 |
|---|
| Q1 2024 | M D C HLDGS INC
CUSIP 552676108 | United States | COM | 69 | 0 | -69 | $3,812 | $0 | -$3,812 | 2024-05-03 |
|---|
| Q1 2024 | HAWAIIAN HOLDINGS INC
CUSIP 419879101 | United States | COM | 258 | 0 | -258 | $3,664 | $0 | -$3,664 | 2024-05-03 |
|---|
| Q1 2024 | EASTERLY GOVT PPTYS INC
CUSIP 27616P103 | United States | COM | 252 | 0 | -252 | $3,387 | $0 | -$3,387 | 2024-05-03 |
|---|
| Q1 2024 | GINKGO BIOWORKS HOLDINGS INC
CUSIP 37611X100 | United States | CL A SHS | 2,000 | 0 | -2,000 | $3,380 | $0 | -$3,380 | 2024-05-03 |
|---|
| Q1 2024 | ADITXT INC
CUSIP 007025604 | United States | COM | 500 | 0 | -500 | $3,315 | $0 | -$3,315 | 2024-05-03 |
|---|
| Q1 2024 | PERIMETER SOLUTIONS SA
CUSIP L7579L106 | | COMMON STOCK | 708 | 0 | -708 | $3,257 | $0 | -$3,257 | 2024-05-03 |
|---|
| Q1 2024 | REDFIN CORP
CUSIP 75737F108 | United States | COM | 311 | 0 | -311 | $3,210 | $0 | -$3,210 | 2024-05-03 |
|---|
| Q1 2024 | OUTFRONT MEDIA INC
CUSIP 69007J106 | United States | COM | 217 | 0 | -217 | $3,029 | $0 | -$3,029 | 2024-05-03 |
|---|
| Q1 2024 | NEW YORK CMNTY BANCORP INC
CUSIP 649445103 | United States | COM | 283 | 0 | -283 | $2,895 | $0 | -$2,895 | 2024-05-03 |
|---|
| Q1 2024 | AZEK CO INC
CUSIP 05478C105 | United States | CL A | 74 | 0 | -74 | $2,831 | $0 | -$2,831 | 2024-05-03 |
|---|
| Q1 2024 | P3 HEALTH PARTNERS INC
CUSIP 744413105 | United States | COM CL A | 2,000 | 0 | -2,000 | $2,820 | $0 | -$2,820 | 2024-05-03 |
|---|
| Q1 2024 | UNITI GROUP INC
CUSIP 91325V108 | United States | COM | 484 | 0 | -484 | $2,798 | $0 | -$2,798 | 2024-05-03 |
|---|
| Q1 2024 | PREMIER FINANCIAL CORP
CUSIP 74052F108 | United States | COM | 107 | 0 | -107 | $2,579 | $0 | -$2,579 | 2024-05-03 |
|---|
| Q1 2024 | FUELCELL ENERGY INC
CUSIP 35952H601 | United States | COM | 1,500 | 0 | -1,500 | $2,400 | $0 | -$2,400 | 2024-05-03 |
|---|
| Q1 2024 | R1 RCM INC
CUSIP 77634L105 | United States | COM | 219 | 0 | -219 | $2,315 | $0 | -$2,315 | 2024-05-03 |
|---|
| Q1 2024 | MASONITE INTL CORP
CUSIP 575385109 | | COM | 27 | 0 | -27 | $2,286 | $0 | -$2,286 | 2024-05-03 |
|---|
| Q1 2024 | STERICYCLE INC
CUSIP 858912108 | United States | COM | 46 | 0 | -46 | $2,280 | $0 | -$2,280 | 2024-05-03 |
|---|
| Q1 2024 | H & E EQUIPMENT SERVICES INC
CUSIP 404030108 | United States | COM | 43 | 0 | -43 | $2,250 | $0 | -$2,250 | 2024-05-03 |
|---|
| Q1 2024 | AMEDISYS INC
CUSIP 023436108 | United States | COM | 23 | 0 | -23 | $2,186 | $0 | -$2,186 | 2024-05-03 |
|---|
| Q1 2024 | SMARTSHEET INC
CUSIP 83200N103 | United States | COM CL A | 41 | 0 | -41 | $1,961 | $0 | -$1,961 | 2024-05-03 |
|---|
| Q1 2024 | TILRAY BRANDS INC
CUSIP 88688T100 | | COM | 847 | 0 | -847 | $1,948 | $0 | -$1,948 | 2024-05-03 |
|---|
| Q1 2024 | FARO TECHNOLOGIES INC
CUSIP 311642102 | United States | COM | 84 | 0 | -84 | $1,893 | $0 | -$1,893 | 2024-05-03 |
|---|
| Q1 2024 | SIRIUS XM HOLDINGS INC
CUSIP 82968B103 | United States | COM | 343 | 0 | -343 | $1,876 | $0 | -$1,876 | 2024-05-03 |
|---|
| Q1 2024 | INTENSITY THERAPEUTICS INC
CUSIP 45828J103 | United States | COM | 200 | 0 | -200 | $1,714 | $0 | -$1,714 | 2024-05-03 |
|---|
| Q1 2024 | MACATAWA BK CORP
CUSIP 554225102 | United States | COM | 149 | 0 | -149 | $1,681 | $0 | -$1,681 | 2024-05-03 |
|---|
| Q1 2024 | DECIPHERA PHARMACEUTICALS IN
CUSIP 24344T101 | United States | COM | 96 | 0 | -96 | $1,548 | $0 | -$1,548 | 2024-05-03 |
|---|
| Q1 2024 | SITIO ROYALTIES CORP
CUSIP 82983N108 | United States | CLASS A COM | 65 | 0 | -65 | $1,528 | $0 | -$1,528 | 2024-05-03 |
|---|
| Q1 2024 | CHICOS FAS INC
CUSIP 168615102 | United States | COM | 200 | 0 | -200 | $1,516 | $0 | -$1,516 | 2024-05-03 |
|---|
| Q1 2024 | ACCOLADE INC
CUSIP 00437E102 | United States | COM | 101 | 0 | -101 | $1,213 | $0 | -$1,213 | 2024-05-03 |
|---|
| Q1 2024 | FUBOTV INC
CUSIP 35953D104 | United States | COM | 378 | 0 | -378 | $1,202 | $0 | -$1,202 | 2024-05-03 |
|---|
| Q1 2024 | CONTEXTLOGIC INC
CUSIP 21077C305 | United States | CL A NEW | 196 | 0 | -196 | $1,166 | $0 | -$1,166 | 2024-05-03 |
|---|
| Q1 2024 | THIRD HARMONIC BIO INC
CUSIP 88427A107 | United States | COM | 100 | 0 | -100 | $1,097 | $0 | -$1,097 | 2024-05-03 |
|---|
| Q1 2024 | DISH NETWORK CORPORATION
CUSIP 25470M109 | United States | CL A | 190 | 0 | -190 | $1,096 | $0 | -$1,096 | 2024-05-03 |
|---|
| Q1 2024 | AGILON HEALTH INC
CUSIP 00857U107 | United States | COM | 78 | 0 | -78 | $979 | $0 | -$979 | 2024-05-03 |
|---|
| Q1 2024 | THESEUS PHARMACEUTICALS INC
CUSIP 88369M101 | United States | COM | 241 | 0 | -241 | $976 | $0 | -$976 | 2024-05-03 |
|---|
| Q1 2024 | INSTRUCTURE HLDGS INC
CUSIP 457790103 | United States | COM | 36 | 0 | -36 | $972 | $0 | -$972 | 2024-05-03 |
|---|
| Q1 2024 | PERFICIENT INC
CUSIP 71375U101 | United States | COM | 14 | 0 | -14 | $921 | $0 | -$921 | 2024-05-03 |
|---|
| Q1 2024 | ADICET BIO INC
CUSIP 007002108 | United States | COM | 456 | 0 | -456 | $862 | $0 | -$862 | 2024-05-03 |
|---|
| Q1 2024 | AVID BIOSERVICES INC
CUSIP 05368M106 | United States | COM | 132 | 0 | -132 | $858 | $0 | -$858 | 2024-05-03 |
|---|
| Q1 2024 | ENCORE WIRE CORP
CUSIP 292562105 | United States | COM | 4 | 0 | -4 | $854 | $0 | -$854 | 2024-05-03 |
|---|
| Q1 2024 | SMART GLOBAL HLDGS INC
CUSIP G8232Y101 | | SHS | 44 | 0 | -44 | $833 | $0 | -$833 | 2024-05-03 |
|---|
| Q1 2024 | COLUMBIA FINL INC
CUSIP 197641103 | United States | COM | 40 | 0 | -40 | $771 | $0 | -$771 | 2024-05-03 |
|---|
| Q1 2024 | SHOCKWAVE MED INC
CUSIP 82489T104 | United States | COM | 4 | 0 | -4 | $762 | $0 | -$762 | 2024-05-03 |
|---|
| Q1 2024 | ENGAGESMART INC
CUSIP 29283F103 | United States | COMMON STOCK | 31 | 0 | -31 | $710 | $0 | -$710 | 2024-05-03 |
|---|
| Q1 2024 | CONSOL ENERGY INC NEW
CUSIP 20854L108 | United States | COM | 7 | 0 | -7 | $704 | $0 | -$704 | 2024-05-03 |
|---|
| Q1 2024 | MARQETA INC
CUSIP 57142B104 | United States | CLASS A COM | 100 | 0 | -100 | $698 | $0 | -$698 | 2024-05-03 |
|---|
| Q1 2024 | ASPEN TECHNOLOGY INC
CUSIP 29109X106 | United States | COM | 3 | 0 | -3 | $660 | $0 | -$660 | 2024-05-03 |
|---|
| Q1 2024 | CALLON PETE CO DEL
CUSIP 13123X508 | United States | COM | 20 | 0 | -20 | $648 | $0 | -$648 | 2024-05-03 |
|---|
| Q1 2024 | TRIUMPH GROUP INC NEW
CUSIP 896818101 | United States | COM | 36 | 0 | -36 | $597 | $0 | -$597 | 2024-05-03 |
|---|
| Q1 2024 | SUMMIT MATLS INC
CUSIP 86614U100 | United States | CL A | 15 | 0 | -15 | $577 | $0 | -$577 | 2024-05-03 |
|---|
| Q1 2024 | EQUITRANS MIDSTREAM CORP
CUSIP 294600101 | United States | COM | 54 | 0 | -54 | $550 | $0 | -$550 | 2024-05-03 |
|---|
| Q1 2024 | ADVANTAGE SOLUTIONS INC
CUSIP 00791N102 | United States | COM CL A | 147 | 0 | -147 | $532 | $0 | -$532 | 2024-05-03 |
|---|
| Q1 2024 | BROOKFIELD BUSINESS CORP
CUSIP 11259V106 | | CL A EXC SUB VTG | 22 | 0 | -22 | $512 | $0 | -$512 | 2024-05-03 |
|---|
| Q1 2024 | ENVESTNET INC
CUSIP 29404K106 | United States | COM | 10 | 0 | -10 | $495 | $0 | -$495 | 2024-05-03 |
|---|
| Q1 2024 | PGT INNOVATIONS INC
CUSIP 69336V101 | United States | COM | 12 | 0 | -12 | $488 | $0 | -$488 | 2024-05-03 |
|---|
| Q1 2024 | MODEL N INC
CUSIP 607525102 | United States | COM | 18 | 0 | -18 | $485 | $0 | -$485 | 2024-05-03 |
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