GWM
SAFE
Greenwich Wealth Management’s Safehold SAFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
22,046
+1
| +0% | +$16 | 0.02% | 203 |
|
|
2025
Q1 | $413K | Hold |
22,045
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $407K | Hold |
22,045
| – | – | 0.03% | 186 |
|
|
2024
Q3 | $578K | Hold |
22,045
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $425K | Hold |
22,045
| – | – | 0.03% | 176 |
|
|
2024
Q1 | $454K | Buy |
+22,045
| New | +$454K | 0.04% | 171 |
|
|
2023
Q1 | – | Sell |
-93,200
| Closed | -$711K | – | 241 |
|
|
2022
Q4 | $711K | Hold |
93,200
| – | – | 0.08% | 129 |
|
|
2022
Q3 | $863K | Sell |
93,200
-2
| -0% | -$19 | 0.09% | 117 |
|
|
2022
Q2 | $1.28M | Buy |
93,202
+2
| +0% | +$27 | 0.17% | 94 |
|
|
2022
Q1 | $2.18M | Hold |
93,200
| – | – | 0.22% | 72 |
|
|
2021
Q4 | $2.41M | Hold |
93,200
| – | – | 0.2% | 65 |
|
|
2021
Q3 | $2.34M | Hold |
93,200
| – | – | 0.19% | 64 |
|
|
2021
Q2 | $1.93M | Hold |
93,200
| – | – | 0.16% | 73 |
|
|
2021
Q1 | $1.66M | Hold |
93,200
| – | – | 0.13% | 78 |
|
|
2020
Q4 | $1.38M | Sell |
93,200
-2
| -0% | -$30 | 0.12% | 80 |
|
|
2020
Q3 | $1.1M | Hold |
93,202
| – | – | 0.2% | 81 |
|
|
2020
Q2 | $1.15M | Buy |
93,202
+2
| +0% | +$25 | 0.22% | 80 |
|
|
2020
Q1 | $989K | Hold |
93,200
| – | – | 0.21% | 73 |
|
|
2019
Q4 | $1.35M | Hold |
93,200
| – | – | 0.27% | 71 |
|
|
2019
Q3 | $1.22M | Hold |
93,200
| – | – | 0.24% | 75 |
|
|
2019
Q2 | $1.16M | Sell |
93,200
-1
| -0% | -$12 | 0.2% | 80 |
|
|
2019
Q1 | $785K | Buy |
93,201
+1
| +0% | +$8 | 0.14% | 93 |
|
|
2018
Q4 | $855K | Sell |
93,200
-4
| -0% | -$37 | 0.17% | 86 |
|
|
2018
Q3 | $1.04M | Buy |
93,204
+1
| +0% | +$11 | 0.18% | 82 |
|
|
2018
Q2 | $1.01M | Buy |
93,203
+3
| +0% | +$32 | 0.18% | 82 |
|
|
2018
Q1 | $948K | Hold |
93,200
| – | – | 0.15% | 81 |
|
|
2017
Q4 | $1.05M | Hold |
93,200
| – | – | 0.18% | 81 |
|
|
2017
Q3 | $1.1M | Sell |
93,200
-10,800
| -10% | -$127K | 0.19% | 72 |
|
|
2017
Q2 | $1.25M | Hold |
104,000
| – | – | 0.21% | 72 |
|
|
2017
Q1 | $1.23M | Hold |
104,000
| – | – | 0.16% | 73 |
|
|
2016
Q4 | $1.29M | Hold |
104,000
| – | – | 0.16% | 77 |
|
|
2016
Q3 | $1.12M | Hold |
104,000
| – | – | 0.2% | 80 |
|
|
2016
Q2 | $997K | Hold |
104,000
| – | – | 0.24% | 82 |
|
|
2016
Q1 | $1.01M | Sell |
104,000
-36,000
| -26% | -$348K | 0.26% | 78 |
|
|
2015
Q4 | $1.64M | Hold |
140,000
| – | – | 0.4% | 55 |
|
|
2015
Q3 | $1.76M | Sell |
140,000
-160,000
| -53% | -$2.01M | 0.43% | 65 |
|
|
2015
Q2 | $4M | Hold |
300,000
| – | – | 0.51% | 62 |
|
|
2015
Q1 | $3.9M | Hold |
300,000
| – | – | 0.44% | 68 |
|
|
2014
Q4 | $4.1M | Hold |
300,000
| – | – | 0.27% | 70 |
|
|
2014
Q3 | $4.05M | Hold |
300,000
| – | – | 0.27% | 73 |
|
|
2014
Q2 | $4.49M | Hold |
300,000
| – | – | 0.3% | 73 |
|
|
2014
Q1 | $4.43M | Hold |
300,000
| – | – | 0.31% | 70 |
|
|
2013
Q4 | $4.28M | Hold |
300,000
| – | – | 0.43% | 70 |
|
|
2013
Q3 | $3.61M | Hold |
300,000
| – | – | 0.26% | 70 |
|
|
2013
Q2 | $3.39M | Buy |
+300,000
| New | +$3.39M | 0.25% | 72 |
|