OWP
Obermeyer Wealth Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
5,000
| – | – | 0.02% | 186 |
|
|
2025
Q1 | $407K | Hold |
5,000
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $450K | Hold |
5,000
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $310K | Hold |
5,000
| – | – | 0.02% | 202 |
|
|
2024
Q2 | $268K | Hold |
5,000
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $298K | Hold |
5,000
| – | – | 0.02% | 191 |
|
|
2023
Q4 | $297K | Hold |
5,000
| – | – | 0.02% | 174 |
|
|
2023
Q3 | $210K | Hold |
5,000
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $255K | Sell |
5,000
-153
| -3% | -$7.82K | 0.02% | 178 |
|
|
2023
Q1 | $300K | Hold |
5,153
| – | – | 0.02% | 160 |
|
|
2022
Q4 | $286K | Sell |
5,153
-246
| -5% | -$13.6K | 0.02% | 168 |
|
|
2022
Q3 | $289K | Buy |
5,399
+29
| +0.5% | +$1.55K | 0.02% | 153 |
|
|
2022
Q2 | $308K | Sell |
5,370
-160,485
| -97% | -$9.2M | 0.02% | 144 |
|
|
2022
Q1 | $17.8M | Buy |
165,855
+2,591
| +2% | +$278K | 1.06% | 30 |
|
|
2021
Q4 | $24.9M | Buy |
163,264
+3,891
| +2% | +$593K | 1.33% | 30 |
|
|
2021
Q3 | $41M | Buy |
159,373
+75,176
| +89% | +$19.4M | 2.27% | 27 |
|
|
2021
Q2 | $23.5M | Buy |
84,197
+6,325
| +8% | +$1.77M | 1.31% | 33 |
|
|
2021
Q1 | $15.8M | Buy |
77,872
+1,821
| +2% | +$369K | 0.97% | 33 |
|
|
2020
Q4 | $16.9M | Buy |
76,051
+51
| +0.1% | +$11.3K | 1.12% | 33 |
|
|
2020
Q3 | $16.4M | Buy |
76,000
+1,926
| +3% | +$415K | 1.23% | 31 |
|
|
2020
Q2 | $12.8M | Buy |
+74,074
| New | +$12.8M | 1.08% | 30 |
|