GWM
CS
Greenwich Wealth Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-963,452
| Closed | -$857K | – | 249 |
|
|
2023
Q1 | $857K | Hold |
963,452
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $2.93M | Hold |
963,452
| – | – | 0.32% | 48 |
|
|
2022
Q3 | $3.78M | Hold |
963,452
| – | – | 0.4% | 35 |
|
|
2022
Q2 | $5.46M | Hold |
963,452
| – | – | 0.72% | 22 |
|
|
2022
Q1 | $7.56M | Sell |
963,452
-13,342
| -1% | -$105K | 0.77% | 19 |
|
|
2021
Q4 | $9.42M | Hold |
976,794
| – | – | 0.77% | 15 |
|
|
2021
Q3 | $9.63M | Sell |
976,794
-2,350
| -0.2% | -$23.2K | 0.8% | 14 |
|
|
2021
Q2 | $10.3M | Buy |
979,144
+90
| +0% | +$944 | 0.88% | 13 |
|
|
2021
Q1 | $10.4M | Sell |
979,054
-34
| -0% | -$360 | 0.83% | 13 |
|
|
2020
Q4 | $12.5M | Buy |
979,088
+63
| +0% | +$806 | 1.09% | 11 |
|
|
2020
Q3 | $9.76M | Hold |
979,025
| – | – | 1.75% | 12 |
|
|
2020
Q2 | $10.1M | Sell |
979,025
-3,022
| -0.3% | -$31.2K | 1.93% | 12 |
|
|
2020
Q1 | $7.95M | Sell |
982,047
-3,200
| -0.3% | -$25.9K | 1.7% | 12 |
|
|
2019
Q4 | $13.3M | Sell |
985,247
-1,150
| -0.1% | -$15.5K | 2.67% | 8 |
|
|
2019
Q3 | $12M | Sell |
986,397
-750
| -0.1% | -$9.16K | 2.35% | 10 |
|
|
2019
Q2 | $11.8M | Buy |
987,147
+219
| +0% | +$2.62K | 2.04% | 10 |
|
|
2019
Q1 | $11.5M | Sell |
986,928
-530
| -0.1% | -$6.18K | 2.03% | 10 |
|
|
2018
Q4 | $10.7M | Buy |
987,458
+8,413
| +0.9% | +$91.4K | 2.14% | 10 |
|
|
2018
Q3 | $14.6M | Sell |
979,045
-2,360
| -0.2% | -$35.3K | 2.55% | 8 |
|
|
2018
Q2 | $14.6M | Sell |
981,405
-73,682
| -7% | -$1.1M | 2.59% | 7 |
|
|
2018
Q1 | $17.7M | Buy |
1,055,087
+72,598
| +7% | +$1.21M | 2.78% | 6 |
|
|
2017
Q4 | $17.5M | Sell |
982,489
-188
| -0% | -$3.36K | 2.93% | 4 |
|
|
2017
Q3 | $15.5M | Sell |
982,677
-103,721
| -10% | -$1.64M | 2.67% | 5 |
|
|
2017
Q2 | $15.9M | Sell |
1,086,398
-855
| -0.1% | -$12.5K | 2.65% | 5 |
|
|
2017
Q1 | $16.1M | Sell |
1,087,253
-1,076
| -0.1% | -$16K | 2.15% | 7 |
|
|
2016
Q4 | $15.6M | Sell |
1,088,329
-290
| -0% | -$4.15K | 1.97% | 7 |
|
|
2016
Q3 | $14.3M | Buy |
1,088,619
+6,000
| +0.6% | +$78.8K | 2.53% | 7 |
|
|
2016
Q2 | $11.6M | Buy |
+1,082,619
| New | +$11.6M | 2.8% | 8 |
|
|
2014
Q1 | – | Sell |
-273,155
| Closed | -$8.48M | – | 170 |
|
|
2013
Q4 | $8.48M | Sell |
273,155
-309
| -0.1% | -$9.59K | 0.86% | 45 |
|
|
2013
Q3 | $8.35M | Hold |
273,464
| – | – | 0.6% | 46 |
|
|
2013
Q2 | $7.24M | Buy |
+273,464
| New | +$7.24M | 0.54% | 51 |
|