OWP
Obermeyer Wealth Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
13,140
-2,722
| -17% | -$218K | 0.05% | 103 |
|
|
2025
Q1 | $1.14M | Sell |
15,862
-2,012
| -11% | -$144K | 0.06% | 88 |
|
|
2024
Q4 | $1.26M | Buy |
17,874
+4,104
| +30% | +$288K | 0.07% | 87 |
|
|
2024
Q3 | $778K | Hold |
13,770
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $818K | Sell |
13,770
-439
| -3% | -$26.1K | 0.05% | 108 |
|
|
2024
Q1 | $824K | Buy |
14,209
+1,578
| +12% | +$91.5K | 0.05% | 103 |
|
|
2023
Q4 | $622K | Hold |
12,631
| – | – | 0.04% | 96 |
|
|
2023
Q3 | $516K | Hold |
12,631
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $539K | Buy |
12,631
+2,192
| +21% | +$93.6K | 0.04% | 112 |
|
|
2023
Q1 | $390K | Sell |
10,439
-978
| -9% | -$36.6K | 0.03% | 131 |
|
|
2022
Q4 | $471K | Sell |
11,417
-12
| -0.1% | -$495 | 0.04% | 121 |
|
|
2022
Q3 | $460K | Sell |
11,429
-172
| -1% | -$6.92K | 0.04% | 121 |
|
|
2022
Q2 | $454K | Buy |
11,601
+172
| +2% | +$6.73K | 0.03% | 116 |
|
|
2022
Q1 | $554K | Hold |
11,429
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $548K | Sell |
11,429
-266
| -2% | -$12.8K | 0.03% | 120 |
|
|
2021
Q3 | $543K | Sell |
11,695
-3,196
| -21% | -$148K | 0.03% | 115 |
|
|
2021
Q2 | $674K | Buy |
14,891
+1,288
| +9% | +$58.3K | 0.04% | 107 |
|
|
2021
Q1 | $531K | Hold |
13,603
| – | – | 0.03% | 120 |
|
|
2020
Q4 | $411K | Sell |
13,603
-10,330
| -43% | -$312K | 0.03% | 98 |
|
|
2020
Q3 | $563K | Buy |
23,933
+4,966
| +26% | +$117K | 0.04% | 80 |
|
|
2020
Q2 | $486K | Sell |
18,967
-600
| -3% | -$15.4K | 0.04% | 80 |
|
|
2020
Q1 | $562K | Sell |
19,567
-1,588
| -8% | -$45.6K | 0.06% | 56 |
|
|
2019
Q4 | $1.14M | Sell |
21,155
-119
| -0.6% | -$6.4K | 0.1% | 56 |
|
|
2019
Q3 | $1.07M | Sell |
21,274
-1,613
| -7% | -$81.4K | 0.1% | 55 |
|
|
2019
Q2 | $1.08M | Hold |
22,887
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $1.11M | Hold |
22,887
| – | – | 0.1% | 53 |
|
|
2018
Q4 | $1.06M | Hold |
22,887
| – | – | 0.11% | 52 |
|
|
2018
Q3 | $1.2M | Sell |
22,887
-5,000
| -18% | -$263K | 0.1% | 51 |
|
|
2018
Q2 | $1.55M | Sell |
27,887
-102,010
| -79% | -$5.66M | 0.14% | 47 |
|
|
2018
Q1 | $6.81M | Sell |
129,897
-91,929
| -41% | -$4.82M | 0.62% | 30 |
|
|
2017
Q4 | $13.5M | Sell |
221,826
-7,189
| -3% | -$436K | 1.17% | 28 |
|
|
2017
Q3 | $12.6M | Sell |
229,015
-31,592
| -12% | -$1.74M | 1.09% | 28 |
|
|
2017
Q2 | $14.4M | Sell |
260,607
-39,108
| -13% | -$2.17M | 1.28% | 27 |
|
|
2017
Q1 | $16.7M | Sell |
299,715
-16,743
| -5% | -$932K | 1.54% | 25 |
|
|
2016
Q4 | $17.4M | Sell |
316,458
-43,735
| -12% | -$2.41M | 1.67% | 23 |
|
|
2016
Q3 | $15.9M | Sell |
360,193
-7,505
| -2% | -$332K | 1.53% | 23 |
|
|
2016
Q2 | $17.4M | Sell |
367,698
-22,585
| -6% | -$1.07M | 1.73% | 23 |
|
|
2016
Q1 | $18.9M | Sell |
390,283
-6,285
| -2% | -$304K | 1.75% | 22 |
|
|
2015
Q4 | $21.6M | Sell |
396,568
-6,781
| -2% | -$369K | 1.97% | 19 |
|
|
2015
Q3 | $20.7M | Sell |
403,349
-14,200
| -3% | -$729K | 2.18% | 17 |
|
|
2015
Q2 | $23.5M | Buy |
417,549
+927
| +0.2% | +$52.1K | 2% | 18 |
|
|
2015
Q1 | $22.7M | Sell |
416,622
-3,087
| -0.7% | -$168K | 1.85% | 18 |
|
|
2014
Q4 | $23M | Buy |
419,709
+150,159
| +56% | +$8.23M | 2.08% | 12 |
|
|
2014
Q3 | $14M | Buy |
269,550
+265
| +0.1% | +$13.7K | 3.44% | 11 |
|
|
2014
Q2 | $14.2M | Sell |
269,285
-2,755
| -1% | -$145K | 3.44% | 10 |
|
|
2014
Q1 | $13.5M | Sell |
272,040
-5,676
| -2% | -$282K | 3.38% | 10 |
|
|
2013
Q4 | $12.6M | Sell |
277,716
-1,125
| -0.4% | -$51.1K | 3.22% | 14 |
|
|
2013
Q3 | $11.5M | Sell |
278,841
-1,248
| -0.4% | -$51.6K | 3.23% | 12 |
|
|
2013
Q2 | $11.6M | Buy |
+280,089
| New | +$11.6M | 3.2% | 10 |
|