Greenwich Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
5,920
+867
| +17% | +$92.1K | 0.03% | 161 |
|
|
2025
Q1 | $452K | Buy |
5,053
+57
| +1% | +$5.1K | 0.03% | 171 |
|
|
2024
Q4 | $490K | Sell |
4,996
-244
| -5% | -$23.9K | 0.03% | 168 |
|
|
2024
Q3 | $464K | Buy |
5,240
+38
| +0.7% | +$3.37K | 0.03% | 175 |
|
|
2024
Q2 | $385K | Sell |
5,202
-273
| -5% | -$20.2K | 0.03% | 183 |
|
|
2024
Q1 | $423K | Buy |
5,475
+84
| +2% | +$6.49K | 0.03% | 177 |
|
|
2023
Q4 | $418K | Buy |
5,391
+358
| +7% | +$27.8K | 0.04% | 169 |
|
|
2023
Q3 | $337K | Buy |
5,033
+50
| +1% | +$3.35K | 0.04% | 174 |
|
|
2023
Q2 | $365K | Sell |
4,983
-111
| -2% | -$8.13K | 0.04% | 167 |
|
|
2023
Q1 | $386K | Sell |
5,094
-188
| -4% | -$14.2K | 0.04% | 168 |
|
|
2022
Q4 | $410K | Sell |
5,282
-36
| -0.7% | -$2.79K | 0.05% | 163 |
|
|
2022
Q3 | $323K | Buy |
5,318
+200
| +4% | +$12.1K | 0.03% | 184 |
|
|
2022
Q2 | $316K | Buy |
5,118
+97
| +2% | +$5.99K | 0.04% | 192 |
|
|
2022
Q1 | $437K | Hold |
5,021
| – | – | 0.04% | 172 |
|
|
2021
Q4 | $467K | Sell |
5,021
-76
| -1% | -$7.07K | 0.04% | 170 |
|
|
2021
Q3 | $432K | Sell |
5,097
-100
| -2% | -$8.48K | 0.04% | 169 |
|
|
2021
Q2 | $428K | Buy |
5,197
+125
| +2% | +$10.3K | 0.04% | 157 |
|
|
2021
Q1 | $426K | Buy |
5,072
+67
| +1% | +$5.63K | 0.03% | 146 |
|
|
2020
Q4 | $364K | Sell |
5,005
-32
| -0.6% | -$2.33K | 0.03% | 141 |
|
|
2020
Q3 | $299K | Buy |
5,037
+79
| +2% | +$4.69K | 0.05% | 148 |
|
|
2020
Q2 | $315K | Sell |
4,958
-50
| -1% | -$3.18K | 0.06% | 137 |
|
|
2020
Q1 | $267K | Buy |
+5,008
| New | +$267K | 0.06% | 137 |
|