Greenwich Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Buy |
30,085
+185
| +0.6% | +$16.5K | 0.13% | 74 |
|
2025
Q1 | $2.27M | Hold |
29,900
| – | – | 0.17% | 72 |
|
2024
Q4 | $2.31M | Sell |
29,900
-323
| -1% | -$25K | 0.16% | 69 |
|
2024
Q3 | $2.21M | Buy |
30,223
+323
| +1% | +$23.6K | 0.15% | 76 |
|
2024
Q2 | $1.8M | Hold |
29,900
| – | – | 0.13% | 80 |
|
2024
Q1 | $1.89M | Hold |
29,900
| – | – | 0.15% | 78 |
|
2023
Q4 | $1.74M | Sell |
29,900
-8,930
| -23% | -$519K | 0.17% | 76 |
|
2023
Q3 | $1.89M | Sell |
38,830
-9,715
| -20% | -$472K | 0.2% | 68 |
|
2023
Q2 | $2.42M | Hold |
48,545
| – | – | 0.25% | 61 |
|
2023
Q1 | $2.65M | Hold |
48,545
| – | – | 0.29% | 55 |
|
2022
Q4 | $2.98M | Hold |
48,545
| – | – | 0.33% | 46 |
|
2022
Q3 | $2.75M | Sell |
48,545
-751
| -2% | -$42.6K | 0.29% | 52 |
|
2022
Q2 | $2.51M | Hold |
49,296
| – | – | 0.33% | 54 |
|
2022
Q1 | $2.93M | Buy |
49,296
+45
| +0.1% | +$2.67K | 0.3% | 52 |
|
2021
Q4 | $3.45M | Sell |
49,251
-309
| -0.6% | -$21.6K | 0.28% | 46 |
|
2021
Q3 | $3.19M | Sell |
49,560
-282
| -0.6% | -$18.1K | 0.27% | 48 |
|
2021
Q2 | $2.92M | Buy |
49,842
+372
| +0.8% | +$21.8K | 0.25% | 53 |
|
2021
Q1 | $2.43M | Buy |
49,470
+132
| +0.3% | +$6.49K | 0.19% | 60 |
|
2020
Q4 | $2.18M | Buy |
49,338
+249
| +0.5% | +$11K | 0.19% | 61 |
|
2020
Q3 | $2.01M | Sell |
49,089
-45
| -0.1% | -$1.84K | 0.36% | 56 |
|
2020
Q2 | $1.96M | Sell |
49,134
-216
| -0.4% | -$8.6K | 0.37% | 50 |
|
2020
Q1 | $1.56M | Buy |
49,350
+333
| +0.7% | +$10.5K | 0.33% | 57 |
|
2019
Q4 | $1.75M | Buy |
49,017
+111
| +0.2% | +$3.96K | 0.35% | 61 |
|
2019
Q3 | $1.62M | Buy |
48,906
+192
| +0.4% | +$6.36K | 0.32% | 62 |
|
2019
Q2 | $1.56M | Sell |
48,714
-3,690
| -7% | -$118K | 0.27% | 65 |
|
2019
Q1 | $1.53M | Hold |
52,404
| – | – | 0.27% | 61 |
|
2018
Q4 | $1.43M | Sell |
52,404
-270
| -0.5% | -$7.34K | 0.28% | 63 |
|
2018
Q3 | $1.51M | Hold |
52,674
| – | – | 0.26% | 67 |
|
2018
Q2 | $1.6M | Buy |
52,674
+3,960
| +8% | +$121K | 0.28% | 63 |
|
2018
Q1 | $1.4M | Hold |
48,714
| – | – | 0.22% | 63 |
|
2017
Q4 | $1.25M | Hold |
48,714
| – | – | 0.21% | 70 |
|
2017
Q3 | $1.26M | Sell |
48,714
-6,480
| -12% | -$168K | 0.22% | 68 |
|
2017
Q2 | $1.32M | Sell |
55,194
-4,233
| -7% | -$101K | 0.22% | 69 |
|
2017
Q1 | $1.38M | Buy |
59,427
+4,527
| +8% | +$105K | 0.18% | 67 |
|
2016
Q4 | $1.23M | Hold |
54,900
| – | – | 0.16% | 81 |
|
2016
Q3 | $1.24M | Sell |
54,900
-771
| -1% | -$17.4K | 0.22% | 76 |
|
2016
Q2 | $1.2M | Hold |
55,671
| – | – | 0.29% | 71 |
|
2016
Q1 | $1.23M | Sell |
55,671
-22,368
| -29% | -$495K | 0.32% | 68 |
|
2015
Q4 | $1.51M | Hold |
78,039
| – | – | 0.37% | 59 |
|
2015
Q3 | $1.39M | Sell |
78,039
-88,500
| -53% | -$1.57M | 0.34% | 72 |
|
2015
Q2 | $2.71M | Sell |
166,539
-135,000
| -45% | -$2.2M | 0.35% | 76 |
|
2015
Q1 | $5.12M | Hold |
301,539
| – | – | 0.58% | 55 |
|
2014
Q4 | $4.82M | Hold |
301,539
| – | – | 0.32% | 66 |
|
2014
Q3 | $4.26M | Hold |
301,539
| – | – | 0.29% | 70 |
|
2014
Q2 | $3.88M | Hold |
301,539
| – | – | 0.26% | 75 |
|
2014
Q1 | $3.71M | Hold |
301,539
| – | – | 0.26% | 75 |
|
2013
Q4 | $4M | Sell |
301,539
-261
| -0.1% | -$3.46K | 0.4% | 75 |
|
2013
Q3 | $3.23M | Sell |
301,800
-450,000
| -60% | -$4.82M | 0.23% | 75 |
|
2013
Q2 | $8.22M | Buy |
+751,800
| New | +$8.22M | 0.61% | 44 |
|