OWP
Obermeyer Wealth Partners’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Sell |
89,047
-339
| -0.4% | -$124K | 1.63% | 22 |
|
|
2025
Q1 | $32.8M | Sell |
89,386
-3,761
| -4% | -$1.38M | 1.75% | 19 |
|
|
2024
Q4 | $36.2M | Sell |
93,147
-1,018
| -1% | -$396K | 1.89% | 17 |
|
|
2024
Q3 | $38.2M | Sell |
94,165
-3,846
| -4% | -$1.56M | 2.04% | 15 |
|
|
2024
Q2 | $33.7M | Sell |
98,011
-889
| -0.9% | -$306K | 1.93% | 16 |
|
|
2024
Q1 | $37.9M | Sell |
98,900
-555
| -0.6% | -$213K | 2.23% | 15 |
|
|
2023
Q4 | $34.5M | Sell |
99,455
-2,925
| -3% | -$1.01M | 2.35% | 15 |
|
|
2023
Q3 | $30.9M | Sell |
102,380
-1,015
| -1% | -$307K | 2.3% | 19 |
|
|
2023
Q2 | $32.1M | Sell |
103,395
-3,588
| -3% | -$1.11M | 2.31% | 18 |
|
|
2023
Q1 | $31.7M | Sell |
106,983
-2,020
| -2% | -$598K | 2.36% | 16 |
|
|
2022
Q4 | $34.4M | Sell |
109,003
-3,161
| -3% | -$998K | 2.6% | 16 |
|
|
2022
Q3 | $31M | Sell |
112,164
-4,413
| -4% | -$1.22M | 2.51% | 20 |
|
|
2022
Q2 | $32M | Buy |
116,577
+1,578
| +1% | +$433K | 2.35% | 24 |
|
|
2022
Q1 | $34.4M | Buy |
114,999
+110,763
| +2,615% | +$33.2M | 2.06% | 24 |
|
|
2021
Q4 | $1.76M | Buy |
4,236
+174
| +4% | +$72.2K | 0.09% | 52 |
|
|
2021
Q3 | $1.33M | Buy |
4,062
+599
| +17% | +$197K | 0.07% | 61 |
|
|
2021
Q2 | $1.1M | Buy |
3,463
+75
| +2% | +$23.9K | 0.06% | 73 |
|
|
2021
Q1 | $1.03M | Buy |
3,388
+2,175
| +179% | +$664K | 0.06% | 76 |
|
|
2020
Q4 | $322K | Buy |
1,213
+6
| +0.5% | +$1.59K | 0.02% | 110 |
|
|
2020
Q3 | $335K | Buy |
1,207
+20
| +2% | +$5.55K | 0.03% | 107 |
|
|
2020
Q2 | $297K | Buy |
+1,187
| New | +$297K | 0.03% | 107 |
|
|
2017
Q2 | – | Sell |
-3,558
| Closed | -$522K | – | 130 |
|
|
2017
Q1 | $522K | Buy |
3,558
+300
| +9% | +$44K | 0.05% | 78 |
|
|
2016
Q4 | $437K | Sell |
3,258
-250
| -7% | -$33.5K | 0.04% | 88 |
|
|
2016
Q3 | $451K | Hold |
3,508
| – | – | 0.04% | 82 |
|
|
2016
Q2 | $448K | Sell |
3,508
-50
| -1% | -$6.39K | 0.04% | 79 |
|
|
2016
Q1 | $475K | Hold |
3,558
| – | – | 0.04% | 77 |
|
|
2015
Q4 | $471K | Buy |
3,558
+3
| +0.1% | +$397 | 0.04% | 76 |
|
|
2015
Q3 | $411K | Sell |
3,555
-100
| -3% | -$11.6K | 0.04% | 77 |
|
|
2015
Q2 | $406K | Sell |
3,655
-500
| -12% | -$55.5K | 0.03% | 91 |
|
|
2015
Q1 | $472K | Hold |
4,155
| – | – | 0.04% | 94 |
|
|
2014
Q4 | $436K | Buy |
+4,155
| New | +$436K | 0.04% | 101 |
|
|
2013
Q3 | – | Sell |
-647
| Closed | -$50K | – | 160 |
|
|
2013
Q2 | $50K | Buy |
+647
| New | +$50K | 0.01% | 125 |
|