Obermeyer Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Obermeyer Wealth Partners’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$569K	Hold
2025 Q1	$449K	Hold
2024 Q4	$514K	Sell
2024 Q3	$555K	Hold
2024 Q2	$593K	Hold
2024 Q1	$544K	Buy
2023 Q4	$371K	Buy
2023 Q3	$254K	Buy