Beverly Hills Private Wealth’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
21,038
-7,992
| -28% | -$526K | 0.26% | 101 |
|
|
2025
Q1 | $1.73M | Buy |
29,030
+1,759
| +6% | +$105K | 0.34% | 81 |
|
|
2024
Q4 | $1.75M | Buy |
27,271
+866
| +3% | +$55.5K | 0.35% | 80 |
|
|
2024
Q3 | $1.35M | Buy |
26,405
+6,555
| +33% | +$335K | 0.27% | 101 |
|
|
2024
Q2 | $951K | Buy |
19,850
+7,094
| +56% | +$340K | 0.21% | 119 |
|
|
2024
Q1 | $509K | Buy |
12,756
+7,763
| +155% | +$310K | 0.12% | 190 |
|
|
2023
Q4 | $206K | Buy |
+4,993
| New | +$206K | 0.05% | 316 |
|