GWM
Greenwich Wealth Management’s Oppenheimer Holdings OPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Hold |
305,703
| – | – | 0.98% | 17 |
|
|
2025
Q1 | $18.2M | Hold |
305,703
| – | – | 1.38% | 9 |
|
|
2024
Q4 | $19.6M | Hold |
305,703
| – | – | 1.38% | 8 |
|
|
2024
Q3 | $15.6M | Hold |
305,703
| – | – | 1.06% | 11 |
|
|
2024
Q2 | $14.6M | Hold |
305,703
| – | – | 1.07% | 12 |
|
|
2024
Q1 | $12.2M | Hold |
305,703
| – | – | 0.97% | 16 |
|
|
2023
Q4 | $12.6M | Hold |
305,703
| – | – | 1.25% | 12 |
|
|
2023
Q3 | $11.7M | Sell |
305,703
-1
| -0% | -$38 | 1.24% | 13 |
|
|
2023
Q2 | $12.3M | Hold |
305,704
| – | – | 1.29% | 11 |
|
|
2023
Q1 | $12M | Hold |
305,704
| – | – | 1.31% | 12 |
|
|
2022
Q4 | $12.9M | Hold |
305,704
| – | – | 1.42% | 10 |
|
|
2022
Q3 | $9.47M | Buy |
305,704
+1
| +0% | +$31 | 1.01% | 16 |
|
|
2022
Q2 | $10.1M | Hold |
305,703
| – | – | 1.34% | 12 |
|
|
2022
Q1 | $13.3M | Hold |
305,703
| – | – | 1.36% | 11 |
|
|
2021
Q4 | $14.2M | Hold |
305,703
| – | – | 1.16% | 11 |
|
|
2021
Q3 | $13.8M | Hold |
305,703
| – | – | 1.15% | 11 |
|
|
2021
Q2 | $15.5M | Hold |
305,703
| – | – | 1.33% | 9 |
|
|
2021
Q1 | $12.2M | Hold |
305,703
| – | – | 0.98% | 10 |
|
|
2020
Q4 | $9.61M | Hold |
305,703
| – | – | 0.84% | 13 |
|
|
2020
Q3 | $6.82M | Hold |
305,703
| – | – | 1.22% | 16 |
|
|
2020
Q2 | $6.66M | Hold |
305,703
| – | – | 1.27% | 18 |
|
|
2020
Q1 | $6.04M | Hold |
305,703
| – | – | 1.29% | 18 |
|
|
2019
Q4 | $8.4M | Hold |
305,703
| – | – | 1.69% | 13 |
|
|
2019
Q3 | $9.19M | Hold |
305,703
| – | – | 1.79% | 14 |
|
|
2019
Q2 | $8.32M | Hold |
305,703
| – | – | 1.43% | 15 |
|
|
2019
Q1 | $7.95M | Hold |
305,703
| – | – | 1.41% | 15 |
|
|
2018
Q4 | $7.81M | Hold |
305,703
| – | – | 1.56% | 13 |
|
|
2018
Q3 | $9.66M | Hold |
305,703
| – | – | 1.68% | 14 |
|
|
2018
Q2 | $8.56M | Hold |
305,703
| – | – | 1.52% | 14 |
|
|
2018
Q1 | $7.87M | Hold |
305,703
| – | – | 1.24% | 15 |
|
|
2017
Q4 | $8.19M | Hold |
305,703
| – | – | 1.37% | 13 |
|
|
2017
Q3 | $5.3M | Hold |
305,703
| – | – | 0.91% | 18 |
|
|
2017
Q2 | $5.01M | Hold |
305,703
| – | – | 0.84% | 18 |
|
|
2017
Q1 | $5.23M | Hold |
305,703
| – | – | 0.7% | 17 |
|
|
2016
Q4 | $5.69M | Buy |
305,703
+592
| +0.2% | +$11K | 0.72% | 19 |
|
|
2016
Q3 | $4.36M | Hold |
305,111
| – | – | 0.77% | 24 |
|
|
2016
Q2 | $4.72M | Buy |
305,111
+39,094
| +15% | +$604K | 1.14% | 19 |
|
|
2016
Q1 | $4.2M | Buy |
266,017
+197,517
| +288% | +$3.12M | 1.09% | 15 |
|
|
2015
Q4 | $1.19M | Buy |
+68,500
| New | +$1.19M | 0.29% | 64 |
|