OWP
Obermeyer Wealth Partners’s Frontdoor FTDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,127
| Closed | -$225K | – | 240 |
|
|
2021
Q4 | $225K | Sell |
6,127
-903,319
| -99% | -$33.2M | 0.01% | 210 |
|
|
2021
Q3 | $38.1M | Buy |
909,446
+14,811
| +2% | +$621K | 2.11% | 28 |
|
|
2021
Q2 | $44.6M | Buy |
894,635
+8,292
| +0.9% | +$413K | 2.48% | 19 |
|
|
2021
Q1 | $47.6M | Sell |
886,343
-23,531
| -3% | -$1.26M | 2.93% | 9 |
|
|
2020
Q4 | $45.7M | Sell |
909,874
-17,036
| -2% | -$855K | 3.03% | 10 |
|
|
2020
Q3 | $36.1M | Buy |
926,910
+1,859
| +0.2% | +$72.3K | 2.7% | 18 |
|
|
2020
Q2 | $41M | Buy |
925,051
+264,099
| +40% | +$11.7M | 3.47% | 9 |
|
|
2020
Q1 | $23M | Buy |
660,952
+14,556
| +2% | +$506K | 2.46% | 22 |
|
|
2019
Q4 | $30.7M | Buy |
646,396
+607
| +0.1% | +$28.8K | 2.71% | 19 |
|
|
2019
Q3 | $31.4M | Buy |
+645,789
| New | +$31.4M | 2.9% | 15 |
|