Obermeyer Wealth Partners’s Broadstone Net Lease BNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
17,589
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $300K | Sell |
17,589
-5,725
| -25% | -$97.6K | 0.02% | 206 |
|
|
2024
Q4 | $370K | Sell |
23,314
-1,086
| -4% | -$17.2K | 0.02% | 184 |
|
|
2024
Q3 | $462K | Hold |
24,400
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $387K | Hold |
24,400
| – | – | 0.02% | 171 |
|
|
2024
Q1 | $382K | Hold |
24,400
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $420K | Hold |
24,400
| – | – | 0.03% | 131 |
|
|
2023
Q3 | $349K | Sell |
24,400
-640
| -3% | -$9.15K | 0.03% | 137 |
|
|
2023
Q2 | $387K | Hold |
25,040
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $426K | Hold |
25,040
| – | – | 0.03% | 126 |
|
|
2022
Q4 | $406K | Buy |
25,040
+3,451
| +16% | +$55.9K | 0.03% | 132 |
|
|
2022
Q3 | $335K | Hold |
21,589
| – | – | 0.03% | 140 |
|
|
2022
Q2 | $443K | Hold |
21,589
| – | – | 0.03% | 119 |
|
|
2022
Q1 | $470K | Buy |
21,589
+1,000
| +5% | +$21.8K | 0.03% | 128 |
|
|
2021
Q4 | $511K | Hold |
20,589
| – | – | 0.03% | 125 |
|
|
2021
Q3 | $511K | Buy |
20,589
+4,000
| +24% | +$99.3K | 0.03% | 120 |
|
|
2021
Q2 | $388K | Hold |
16,589
| – | – | 0.02% | 139 |
|
|
2021
Q1 | $304K | Buy |
+16,589
| New | +$304K | 0.02% | 164 |
|