OWP
Obermeyer Wealth Partners’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
571
+17
| +3% | +$12K | 0.02% | 183 |
|
|
2025
Q1 | $303K | Buy |
554
+189
| +52% | +$103K | 0.02% | 203 |
|
|
2024
Q4 | $209K | Buy |
+365
| New | +$209K | 0.01% | 247 |
|
|
2023
Q4 | – | Sell |
-632
| Closed | -$204K | – | 222 |
|
|
2023
Q3 | $204K | Buy |
+632
| New | +$204K | 0.02% | 206 |
|
|
2023
Q2 | – | Sell |
-1,068
| Closed | -$349K | – | 221 |
|
|
2023
Q1 | $349K | Sell |
1,068
-143
| -12% | -$46.8K | 0.03% | 141 |
|
|
2022
Q4 | $416K | Sell |
1,211
-994
| -45% | -$341K | 0.03% | 130 |
|
|
2022
Q3 | $646K | Buy |
2,205
+1,000
| +83% | +$293K | 0.05% | 88 |
|
|
2022
Q2 | $358K | Sell |
1,205
-510
| -30% | -$152K | 0.03% | 131 |
|
|
2022
Q1 | $566K | Sell |
1,715
-142,539
| -99% | -$47M | 0.03% | 117 |
|
|
2021
Q4 | $55.2M | Sell |
144,254
-961
| -0.7% | -$368K | 2.96% | 12 |
|
|
2021
Q3 | $54.9M | Sell |
145,215
-3,098
| -2% | -$1.17M | 3.04% | 7 |
|
|
2021
Q2 | $56.3M | Sell |
148,313
-2,067
| -1% | -$784K | 3.13% | 5 |
|
|
2021
Q1 | $49.2M | Sell |
150,380
-3,471
| -2% | -$1.14M | 3.02% | 8 |
|
|
2020
Q4 | $40.6M | Buy |
153,851
+554
| +0.4% | +$146K | 2.69% | 21 |
|
|
2020
Q3 | $30.8M | Buy |
153,297
+1,623
| +1% | +$326K | 2.31% | 23 |
|
|
2020
Q2 | $30M | Sell |
151,674
-35
| -0% | -$6.92K | 2.53% | 22 |
|
|
2020
Q1 | $23.5M | Sell |
151,709
-221
| -0.1% | -$34.2K | 2.51% | 21 |
|
|
2019
Q4 | $34.9M | Sell |
151,930
-797
| -0.5% | -$183K | 3.09% | 13 |
|
|
2019
Q3 | $31.7M | Sell |
152,727
-12,231
| -7% | -$2.53M | 2.93% | 14 |
|
|
2019
Q2 | $33.8M | Sell |
164,958
-2,371
| -1% | -$485K | 3.04% | 14 |
|
|
2019
Q1 | $32.1M | Sell |
167,329
-2,019
| -1% | -$388K | 3.02% | 17 |
|
|
2018
Q4 | $28.3M | Sell |
169,348
-7,625
| -4% | -$1.27M | 2.86% | 19 |
|
|
2018
Q3 | $39.7M | Sell |
176,973
-2,370
| -1% | -$531K | 3.35% | 11 |
|
|
2018
Q2 | $39.6M | Sell |
179,343
-10,089
| -5% | -$2.23M | 3.52% | 9 |
|
|
2018
Q1 | $47.7M | Sell |
189,432
-10,863
| -5% | -$2.74M | 4.33% | 5 |
|
|
2017
Q4 | $51M | Sell |
200,295
-423
| -0.2% | -$108K | 4.43% | 7 |
|
|
2017
Q3 | $47.6M | Sell |
200,718
-12,826
| -6% | -$3.04M | 4.12% | 5 |
|
|
2017
Q2 | $47.4M | Sell |
213,544
-2,424
| -1% | -$538K | 4.2% | 6 |
|
|
2017
Q1 | $49.6M | Sell |
215,968
-1,858
| -0.9% | -$427K | 4.57% | 4 |
|
|
2016
Q4 | $52.2M | Sell |
217,826
-7,895
| -3% | -$1.89M | 4.99% | 2 |
|
|
2016
Q3 | $36.4M | Sell |
225,721
-3,680
| -2% | -$593K | 3.49% | 9 |
|
|
2016
Q2 | $34.1M | Sell |
229,401
-4,102
| -2% | -$609K | 3.39% | 9 |
|
|
2016
Q1 | $36.7M | Buy |
233,503
+3,947
| +2% | +$620K | 3.4% | 11 |
|
|
2015
Q4 | $41.4M | Buy |
+229,556
| New | +$41.4M | 3.77% | 12 |
|