Obermeyer Wealth Partners’s Royal Bank of Canada RY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
7,611
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $858K | Hold |
7,611
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $917K | Hold |
7,611
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $949K | Hold |
7,611
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $810K | Hold |
7,611
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $768K | Hold |
7,611
| – | – | 0.05% | 106 |
|
|
2023
Q4 | $770K | Hold |
7,611
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $666K | Hold |
7,611
| – | – | 0.05% | 90 |
|
|
2023
Q2 | $727K | Hold |
7,611
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $727K | Hold |
7,611
| – | – | 0.05% | 86 |
|
|
2022
Q4 | $716K | Hold |
7,611
| – | – | 0.05% | 90 |
|
|
2022
Q3 | $685K | Hold |
7,611
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $737K | Sell |
7,611
-15
| -0.2% | -$1.45K | 0.05% | 81 |
|
|
2022
Q1 | $841K | Buy |
7,626
+300
| +4% | +$33.1K | 0.05% | 86 |
|
|
2021
Q4 | $778K | Hold |
7,326
| – | – | 0.04% | 94 |
|
|
2021
Q3 | $729K | Buy |
+7,326
| New | +$729K | 0.04% | 93 |
|
|
2013
Q3 | – | Sell |
-535
| Closed | -$31K | – | 231 |
|
|
2013
Q2 | $31K | Buy |
+535
| New | +$31K | 0.01% | 157 |
|