OWP
Obermeyer Wealth Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
4,971
+271
| +6% | +$73.9K | 0.07% | 87 |
|
|
2025
Q1 | $1.26M | Sell |
4,700
-467
| -9% | -$125K | 0.07% | 86 |
|
|
2024
Q4 | $1.73M | Sell |
5,167
-398
| -7% | -$133K | 0.09% | 76 |
|
|
2024
Q3 | $1.52M | Sell |
5,565
-148
| -3% | -$40.5K | 0.08% | 85 |
|
|
2024
Q2 | $1.47M | Sell |
5,713
-165,423
| -97% | -$42.5M | 0.08% | 83 |
|
|
2024
Q1 | $51.5M | Sell |
171,136
-4,239
| -2% | -$1.28M | 3.04% | 9 |
|
|
2023
Q4 | $46.1M | Sell |
175,375
-2,871
| -2% | -$755K | 3.15% | 10 |
|
|
2023
Q3 | $36.1M | Sell |
178,246
-2,314
| -1% | -$469K | 2.69% | 16 |
|
|
2023
Q2 | $38.1M | Sell |
180,560
-6,062
| -3% | -$1.28M | 2.74% | 13 |
|
|
2023
Q1 | $37.5M | Sell |
186,622
-775
| -0.4% | -$156K | 2.8% | 12 |
|
|
2022
Q4 | $24.8M | Sell |
187,397
-12,066
| -6% | -$1.6M | 1.88% | 25 |
|
|
2022
Q3 | $28.7M | Sell |
199,463
-2,226
| -1% | -$320K | 2.33% | 22 |
|
|
2022
Q2 | $33.3M | Buy |
201,689
+1,102
| +0.5% | +$182K | 2.44% | 21 |
|
|
2022
Q1 | $42.6M | Buy |
200,587
+3,424
| +2% | +$727K | 2.55% | 15 |
|
|
2021
Q4 | $50.1M | Buy |
197,163
+968
| +0.5% | +$246K | 2.68% | 19 |
|
|
2021
Q3 | $53.2M | Buy |
196,195
+2,326
| +1% | +$631K | 2.95% | 9 |
|
|
2021
Q2 | $47.4M | Buy |
193,869
+3,007
| +2% | +$735K | 2.63% | 15 |
|
|
2021
Q1 | $40.4M | Buy |
190,862
+2,864
| +2% | +$607K | 2.49% | 23 |
|
|
2020
Q4 | $41.8M | Sell |
187,998
-2,155
| -1% | -$480K | 2.78% | 18 |
|
|
2020
Q3 | $47.8M | Sell |
190,153
-780
| -0.4% | -$196K | 3.58% | 6 |
|
|
2020
Q2 | $35.8M | Buy |
190,933
+2,690
| +1% | +$504K | 3.02% | 18 |
|
|
2020
Q1 | $27.1M | Buy |
188,243
+60,978
| +48% | +$8.78M | 2.9% | 16 |
|
|
2019
Q4 | $20.7M | Buy |
127,265
+5,275
| +4% | +$858K | 1.83% | 29 |
|
|
2019
Q3 | $18.1M | Sell |
121,990
-4,052
| -3% | -$601K | 1.68% | 30 |
|
|
2019
Q2 | $19.1M | Buy |
126,042
+57,161
| +83% | +$8.67M | 1.72% | 30 |
|
|
2019
Q1 | $10.9M | Buy |
+68,881
| New | +$10.9M | 1.03% | 32 |
|
|
2013
Q3 | – | Sell |
-1,840
| Closed | -$70K | – | 104 |
|
|
2013
Q2 | $70K | Buy |
+1,840
| New | +$70K | 0.02% | 98 |
|