Obermeyer Wealth Partners’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Hold |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $491K | Buy |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $309K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $171K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $257K | Sell |
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|
2015
Q1 | $300K | Hold |
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|
2014
Q4 | $284K | Buy |
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|
2014
Q3 | $285K | Sell |
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|
2014
Q2 | $407K | Sell |
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|
2014
Q1 | $408K | Buy |
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|
2013
Q4 | $365K | Sell |
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|
2013
Q3 | $413K | Buy |
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|
2013
Q2 | $359K | Buy |
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