Greenwich Wealth Management’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Hold |
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|
2025
Q1 | $18.2M | Hold |
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|
2024
Q4 | $19.6M | Hold |
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|
2024
Q3 | $15.6M | Hold |
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|
2024
Q2 | $14.6M | Hold |
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|
2024
Q1 | $12.2M | Hold |
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|
2023
Q4 | $12.6M | Hold |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $12.3M | Hold |
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|
2023
Q1 | $12M | Hold |
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|
2022
Q4 | $12.9M | Hold |
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|
2022
Q3 | $9.47M | Buy |
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|
2022
Q2 | $10.1M | Hold |
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|
2022
Q1 | $13.3M | Hold |
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|
2021
Q4 | $14.2M | Hold |
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|
2021
Q3 | $13.8M | Hold |
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|
2021
Q2 | $15.5M | Hold |
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|
2021
Q1 | $12.2M | Hold |
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|
2020
Q4 | $9.61M | Hold |
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|
2020
Q3 | $6.82M | Hold |
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|
2020
Q2 | $6.66M | Hold |
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|
2020
Q1 | $6.04M | Hold |
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|
2019
Q4 | $8.4M | Hold |
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|
2019
Q3 | $9.19M | Hold |
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|
2019
Q2 | $8.32M | Hold |
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|
2019
Q1 | $7.95M | Hold |
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|
2018
Q4 | $7.81M | Hold |
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|
2018
Q3 | $9.66M | Hold |
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|
2018
Q2 | $8.56M | Hold |
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|
2018
Q1 | $7.87M | Hold |
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|
2017
Q4 | $8.19M | Hold |
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|
2017
Q3 | $5.3M | Hold |
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|
2017
Q2 | $5.01M | Hold |
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|
2017
Q1 | $5.23M | Hold |
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|
2016
Q4 | $5.69M | Buy |
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|
2016
Q3 | $4.36M | Hold |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $4.2M | Buy |
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|
2015
Q4 | $1.19M | Buy |
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