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