Obermeyer Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.52M | Sell |
24,006
-618
| -3% | -$219K | 0.42% | 46 |
|
|
2025
Q1 | $8.63M | Buy |
24,624
+440
| +2% | +$154K | 0.46% | 45 |
|
|
2024
Q4 | $7.64M | Buy |
24,184
+2,619
| +12% | +$828K | 0.4% | 47 |
|
|
2024
Q3 | $5.93M | Buy |
21,565
+1,566
| +8% | +$431K | 0.32% | 49 |
|
|
2024
Q2 | $5.25M | Buy |
19,999
+250
| +1% | +$65.6K | 0.3% | 47 |
|
|
2024
Q1 | $5.51M | Buy |
19,749
+7,491
| +61% | +$2.09M | 0.32% | 43 |
|
|
2023
Q4 | $3.19M | Buy |
12,258
+947
| +8% | +$247K | 0.22% | 42 |
|
|
2023
Q3 | $2.6M | Buy |
11,311
+717
| +7% | +$165K | 0.19% | 40 |
|
|
2023
Q2 | $2.52M | Buy |
10,594
+77
| +0.7% | +$18.3K | 0.18% | 42 |
|
|
2023
Q1 | $2.59M | Sell |
10,517
-1,523
| -13% | -$376K | 0.19% | 43 |
|
|
2022
Q4 | $2.5M | Sell |
12,040
-328
| -3% | -$68.1K | 0.19% | 46 |
|
|
2022
Q3 | $2.2M | Sell |
12,368
-784
| -6% | -$139K | 0.18% | 43 |
|
|
2022
Q2 | $2.59M | Buy |
13,152
+114
| +0.9% | +$22.4K | 0.19% | 40 |
|
|
2022
Q1 | $2.89M | Buy |
13,038
+72
| +0.6% | +$16K | 0.17% | 45 |
|
|
2021
Q4 | $2.81M | Sell |
12,966
-3,010
| -19% | -$652K | 0.15% | 46 |
|
|
2021
Q3 | $3.56M | Buy |
15,976
+132
| +0.8% | +$29.4K | 0.2% | 44 |
|
|
2021
Q2 | $3.71M | Sell |
15,844
-48
| -0.3% | -$11.2K | 0.21% | 45 |
|
|
2021
Q1 | $3.37M | Buy |
15,892
+3,459
| +28% | +$732K | 0.21% | 44 |
|
|
2020
Q4 | $2.72M | Sell |
12,433
-83
| -0.7% | -$18.2K | 0.18% | 44 |
|
|
2020
Q3 | $2.5M | Buy |
12,516
+10,509
| +524% | +$2.1M | 0.19% | 41 |
|
|
2020
Q2 | $388K | Buy |
2,007
+188
| +10% | +$36.3K | 0.03% | 90 |
|
|
2020
Q1 | $293K | Sell |
1,819
-8
| -0.4% | -$1.29K | 0.03% | 91 |
|
|
2019
Q4 | $343K | Buy |
1,827
+72
| +4% | +$13.5K | 0.03% | 96 |
|
|
2019
Q3 | $302K | Buy |
1,755
+123
| +8% | +$21.2K | 0.03% | 100 |
|
|
2019
Q2 | $283K | Sell |
1,632
-125
| -7% | -$21.7K | 0.03% | 101 |
|
|
2019
Q1 | $274K | Hold |
1,757
| – | – | 0.03% | 100 |
|
|
2018
Q4 | $232K | Hold |
1,757
| – | – | 0.02% | 106 |
|
|
2018
Q3 | $264K | Sell |
1,757
-366
| -17% | -$55K | 0.02% | 104 |
|
|
2018
Q2 | $281K | Sell |
2,123
-5,154
| -71% | -$682K | 0.03% | 92 |
|
|
2018
Q1 | $870K | Sell |
7,277
-2,527
| -26% | -$302K | 0.08% | 55 |
|
|
2017
Q4 | $1.12M | Buy |
9,804
+120
| +1% | +$13.7K | 0.1% | 56 |
|
|
2017
Q3 | $1.02M | Sell |
9,684
-630
| -6% | -$66.3K | 0.09% | 61 |
|
|
2017
Q2 | $967K | Sell |
10,314
-1,228
| -11% | -$115K | 0.09% | 59 |
|
|
2017
Q1 | $1.03M | Sell |
11,542
-110
| -0.9% | -$9.78K | 0.09% | 57 |
|
|
2016
Q4 | $909K | Buy |
11,652
+2,560
| +28% | +$200K | 0.09% | 59 |
|
|
2016
Q3 | $752K | Buy |
9,092
+532
| +6% | +$44K | 0.07% | 61 |
|
|
2016
Q2 | $635K | Sell |
8,560
-600
| -7% | -$44.5K | 0.06% | 67 |
|
|
2016
Q1 | $701K | Sell |
9,160
-280
| -3% | -$21.4K | 0.07% | 59 |
|
|
2015
Q4 | $732K | Buy |
9,440
+2,000
| +27% | +$155K | 0.07% | 58 |
|
|
2015
Q3 | $518K | Hold |
7,440
| – | – | 0.05% | 69 |
|
|
2015
Q2 | $500K | Sell |
7,440
-1,000
| -12% | -$67.2K | 0.04% | 81 |
|
|
2015
Q1 | $552K | Buy |
8,440
+200
| +2% | +$13.1K | 0.05% | 88 |
|
|
2014
Q4 | $540K | Buy |
+8,240
| New | +$540K | 0.05% | 91 |
|