Fisher Asset Management’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 | $2.02M | Hold |
30,709
| – | – | ﹤0.01% | 572 |
|
|
2025
Q1 | $1.83M | Hold |
30,709
| – | – | ﹤0.01% | 588 |
|
|
2024
Q4 | $1.97M | Hold |
30,709
| – | – | ﹤0.01% | 584 |
|
|
2024
Q3 | $1.57M | Hold |
30,709
| – | – | ﹤0.01% | 616 |
|
|
2024
Q2 | $1.47M | Buy |
30,709
+4,239
| +16% | +$203K | ﹤0.01% | 630 |
|
|
2024
Q1 | $1.06M | Buy |
26,470
+3,125
| +13% | +$125K | ﹤0.01% | 680 |
|
|
2023
Q4 | $965K | Hold |
23,345
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $894K | Hold |
23,345
| – | – | ﹤0.01% | 765 |
|
|
2023
Q2 | $938K | Hold |
23,345
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $914K | Buy |
+23,345
| New | +$914K | ﹤0.01% | 786 |
|
|
2021
Q3 | – | Sell |
-4,500
| Closed | -$229K | – | 962 |
|
|
2021
Q2 | $229K | Buy |
+4,500
| New | +$229K | ﹤0.01% | 855 |
|