Waldron Private Wealth’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,890
| Closed | -$132K | – | 405 |
|
|
2024
Q4 | $132K | Buy |
28,890
+14,566
| +102% | +$66.4K | 0.01% | 405 |
|
|
2024
Q3 | $73.1K | Buy |
14,324
+1,937
| +16% | +$9.88K | ﹤0.01% | 426 |
|
|
2024
Q2 | $57.4K | Buy |
12,387
+664
| +6% | +$3.07K | ﹤0.01% | 409 |
|
|
2024
Q1 | $56.7K | Sell |
11,723
-1,814
| -13% | -$8.78K | ﹤0.01% | 416 |
|
|
2023
Q4 | $56K | Buy |
+13,537
| New | +$56K | ﹤0.01% | 405 |
|
|
2023
Q2 | – | Sell |
-10,770
| Closed | -$39.7K | – | 418 |
|
|
2023
Q1 | $39.7K | Buy |
+10,770
| New | +$39.7K | ﹤0.01% | 409 |
|