OWP
Obermeyer Wealth Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+6,946
| New | +$201K | 0.01% | 271 |
|
|
2022
Q4 | – | Sell |
-11,185
| Closed | -$172K | – | 237 |
|
|
2022
Q3 | $172K | Buy |
+11,185
| New | +$172K | 0.01% | 203 |
|
|
2021
Q4 | – | Sell |
-8,325
| Closed | -$225K | – | 237 |
|
|
2021
Q3 | $225K | Buy |
+8,325
| New | +$225K | 0.01% | 199 |
|
|
2020
Q4 | – | Sell |
-7,260
| Closed | -$207K | – | 165 |
|
|
2020
Q3 | $207K | Buy |
+7,260
| New | +$207K | 0.02% | 133 |
|
|
2020
Q1 | – | Sell |
-257,800
| Closed | -$10.1M | – | 140 |
|
|
2019
Q4 | $10.1M | Sell |
257,800
-5,885
| -2% | -$230K | 0.89% | 32 |
|
|
2019
Q3 | $9.98M | Sell |
263,685
-250,766
| -49% | -$9.49M | 0.92% | 34 |
|
|
2019
Q2 | $17.2M | Sell |
514,451
-6,306
| -1% | -$211K | 1.55% | 31 |
|
|
2019
Q1 | $16.3M | Sell |
520,757
-12,141
| -2% | -$381K | 1.53% | 26 |
|
|
2018
Q4 | $15.2M | Sell |
532,898
-209,498
| -28% | -$5.98M | 1.54% | 29 |
|
|
2018
Q3 | $24.9M | Sell |
742,396
-8,553
| -1% | -$287K | 2.11% | 27 |
|
|
2018
Q2 | $24.1M | Sell |
750,949
-141
| -0% | -$4.53K | 2.15% | 28 |
|
|
2018
Q1 | $26.8M | Buy |
751,090
+21,291
| +3% | +$759K | 2.43% | 24 |
|
|
2017
Q4 | $28.4M | Buy |
729,799
+7,004
| +1% | +$272K | 2.46% | 21 |
|
|
2017
Q3 | $28.3M | Sell |
722,795
-1,764
| -0.2% | -$69.1K | 2.45% | 22 |
|
|
2017
Q2 | $27.3M | Buy |
724,559
+60,244
| +9% | +$2.27M | 2.42% | 19 |
|
|
2017
Q1 | $27.6M | Buy |
664,315
+659,197
| +12,880% | +$27.4M | 2.54% | 16 |
|
|
2016
Q4 | $218K | Hold |
5,118
| – | – | 0.02% | 125 |
|
|
2016
Q3 | $208K | Sell |
5,118
-125
| -2% | -$5.08K | 0.02% | 123 |
|
|
2016
Q2 | $227K | Sell |
5,243
-591
| -10% | -$25.6K | 0.02% | 119 |
|
|
2016
Q1 | $229K | Buy |
+5,834
| New | +$229K | 0.02% | 111 |
|
|
2015
Q3 | – | Sell |
-5,797
| Closed | -$206K | – | 126 |
|
|
2015
Q2 | $206K | Buy |
+5,797
| New | +$206K | 0.02% | 123 |
|
|
2014
Q1 | – | Sell |
-9,950
| Closed | -$350K | – | 69 |
|
|
2013
Q4 | $350K | Hold |
9,950
| – | – | 0.09% | 46 |
|
|
2013
Q3 | $337K | Sell |
9,950
-700
| -7% | -$23.7K | 0.09% | 45 |
|
|
2013
Q2 | $377K | Buy |
+10,650
| New | +$377K | 0.1% | 43 |
|