Obermeyer Wealth Partners’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
1,775
+22
| +1% | +$3.84K | 0.02% | 216 |
|
|
2025
Q1 | $251K | Buy |
1,753
+3
| +0.2% | +$430 | 0.01% | 220 |
|
|
2024
Q4 | $310K | Hold |
1,750
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $283K | Sell |
1,750
-65
| -4% | -$10.5K | 0.02% | 210 |
|
|
2024
Q2 | $276K | Hold |
1,815
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $261K | Sell |
1,815
-245
| -12% | -$35.3K | 0.02% | 207 |
|
|
2023
Q4 | $277K | Sell |
2,060
-21
| -1% | -$2.83K | 0.02% | 182 |
|
|
2023
Q3 | $252K | Buy |
2,081
+21
| +1% | +$2.54K | 0.02% | 179 |
|
|
2023
Q2 | $235K | Hold |
2,060
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $203K | Hold |
2,060
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $207K | Buy |
+2,060
| New | +$207K | 0.02% | 210 |
|
|
2022
Q3 | – | Sell |
-1,585
| Closed | -$206K | – | 221 |
|
|
2022
Q2 | $206K | Hold |
1,585
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $225K | Hold |
1,585
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $280K | Hold |
1,585
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $229K | Buy |
1,585
+25
| +2% | +$3.61K | 0.01% | 192 |
|
|
2021
Q2 | $235K | Hold |
1,560
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $220K | Hold |
1,560
| – | – | 0.01% | 186 |
|
|
2020
Q4 | $218K | Hold |
1,560
| – | – | 0.01% | 143 |
|
|
2020
Q3 | $229K | Sell |
1,560
-50
| -3% | -$7.34K | 0.02% | 128 |
|
|
2020
Q2 | $229K | Hold |
1,610
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $224K | Buy |
+1,610
| New | +$224K | 0.02% | 108 |
|
|
2013
Q3 | – | Sell |
-815
| Closed | -$50K | – | 121 |
|
|
2013
Q2 | $50K | Buy |
+815
| New | +$50K | 0.01% | 124 |
|