Obermeyer Wealth Partners’s Invitation Homes INVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,961
| Closed | -$286K | – | 268 |
|
|
2024
Q4 | $286K | Hold |
8,961
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $316K | Hold |
8,961
| – | – | 0.02% | 200 |
|
|
2024
Q2 | $322K | Hold |
8,961
| – | – | 0.02% | 189 |
|
|
2024
Q1 | $319K | Hold |
8,961
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $306K | Hold |
8,961
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $284K | Hold |
8,961
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $308K | Hold |
8,961
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $280K | Hold |
8,961
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $266K | Hold |
8,961
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $303K | Hold |
8,961
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $319K | Hold |
8,961
| – | – | 0.02% | 138 |
|
|
2022
Q1 | $360K | Hold |
8,961
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $406K | Hold |
8,961
| – | – | 0.02% | 134 |
|
|
2021
Q3 | $343K | Hold |
8,961
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $334K | Sell |
8,961
-3,243
| -27% | -$121K | 0.02% | 159 |
|
|
2021
Q1 | $390K | Buy |
+12,204
| New | +$390K | 0.02% | 141 |
|