Obermeyer Wealth Partners’s Fiserv FI Stock Holding History

Obermeyer Wealth Partners’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,907	Closed	-$421K	–	281
2025 Q1	$421K	Sell	1,907 -674	-26%	-$149K	0.02%	166
2024 Q4	$530K	Sell	2,581 -500	-16%	-$103K	0.03%	142
2024 Q3	$553K	Hold	3,081	–	–	0.03%	144
2024 Q2	$459K	Buy	3,081 +213	+7%	+$31.7K	0.03%	154
2024 Q1	$458K	Buy	2,868 +139	+5%	+$22.2K	0.03%	148
2023 Q4	$363K	Buy	2,729 +35	+1%	+$4.65K	0.02%	148
2023 Q3	$304K	Buy	+2,694	New	+$304K	0.02%	157
2023 Q1	–	Sell	-3,100	Closed	-$313K	–	226
2022 Q4	$313K	Sell	3,100 -3,016	-49%	-$305K	0.02%	157
2022 Q3	$572K	Hold	6,116	–	–	0.05%	100
2022 Q2	$544K	Hold	6,116	–	–	0.04%	107
2022 Q1	$620K	Sell	6,116 -500	-8%	-$50.7K	0.04%	113
2021 Q4	$687K	Hold	6,616	–	–	0.04%	102
2021 Q3	$718K	Hold	6,616	–	–	0.04%	97
2021 Q2	$707K	Sell	6,616 -490	-7%	-$52.4K	0.04%	105
2021 Q1	$846K	Buy	7,106 +5,106	+255%	+$608K	0.05%	88
2020 Q4	$228K	Hold	2,000	–	–	0.02%	140
2020 Q3	$206K	Sell	2,000 -52	-3%	-$5.36K	0.02%	134
2020 Q2	$200K	Buy	+2,052	New	+$200K	0.02%	133
2020 Q1	–	Sell	-3,052	Closed	-$353K	–	128
2019 Q4	$353K	Sell	3,052 -1,248	-29%	-$144K	0.03%	95
2019 Q3	$445K	Hold	4,300	–	–	0.04%	79
2019 Q2	$392K	Hold	4,300	–	–	0.04%	88
2019 Q1	$380K	Hold	4,300	–	–	0.04%	86
2018 Q4	$316K	Hold	4,300	–	–	0.03%	90
2018 Q3	$354K	Hold	4,300	–	–	0.03%	89
2018 Q2	$319K	Hold	4,300	–	–	0.03%	91
2018 Q1	$307K	Hold	4,300	–	–	0.03%	90
2017 Q4	$282K	Hold	4,300	–	–	0.02%	101
2017 Q3	$277K	Hold	4,300	–	–	0.02%	97
2017 Q2	$263K	Buy	+4,300	New	+$263K	0.02%	105
2016 Q3	–	Sell	-4,800	Closed	-$261K	–	131
2016 Q2	$261K	Sell	4,800 -400	-8%	-$21.8K	0.03%	110
2016 Q1	$267K	Hold	5,200	–	–	0.02%	105
2015 Q4	$238K	Hold	5,200	–	–	0.02%	105
2015 Q3	$225K	Hold	5,200	–	–	0.02%	107
2015 Q2	$215K	Hold	5,200	–	–	0.02%	120
2015 Q1	$206K	Buy	+5,200	New	+$206K	0.02%	131
2013 Q3	–	Sell	-3,600	Closed	-$79K	–	146
2013 Q2	$79K	Buy	+3,600	New	+$79K	0.02%	93