Obermeyer Wealth Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $466K | Sell |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $598K | Hold |
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|
2024
Q3 | $588K | Hold |
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|
2024
Q2 | $495K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $273K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $286K | Sell |
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|
2018
Q2 | $368K | Buy |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $304K | Sell |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $265K | Hold |
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|
2017
Q1 | $244K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $208K | Hold |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $202K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $214K | Hold |
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|
2014
Q4 | $211K | Buy |
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