Obermeyer Wealth Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
3,766
+61
| +2% | +$32.2K | 0.1% | 77 |
|
|
2025
Q1 | $1.88M | Buy |
3,705
+40
| +1% | +$20.3K | 0.1% | 75 |
|
|
2024
Q4 | $1.83M | Buy |
3,665
+2,202
| +151% | +$1.1M | 0.1% | 73 |
|
|
2024
Q3 | $756K | Hold |
1,463
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $652K | Buy |
1,463
+461
| +46% | +$206K | 0.04% | 124 |
|
|
2024
Q1 | $426K | Buy |
1,002
+14
| +1% | +$5.95K | 0.03% | 154 |
|
|
2023
Q4 | $435K | Buy |
988
+97
| +11% | +$42.7K | 0.03% | 127 |
|
|
2023
Q3 | $326K | Hold |
891
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $357K | Hold |
891
| – | – | 0.03% | 146 |
|
|
2023
Q1 | $307K | Sell |
891
-49
| -5% | -$16.9K | 0.02% | 156 |
|
|
2022
Q4 | $315K | Sell |
940
-33
| -3% | -$11.1K | 0.02% | 156 |
|
|
2022
Q3 | $297K | Buy |
973
+39
| +4% | +$11.9K | 0.02% | 150 |
|
|
2022
Q2 | $315K | Hold |
934
| – | – | 0.02% | 141 |
|
|
2022
Q1 | $383K | Buy |
+934
| New | +$383K | 0.02% | 140 |
|