OBWP
O'Brien Wealth Partners’s Lifestance Health LFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
216,371
| – | – | 0.18% | 27 |
|
|
2025
Q1 | $1.44M | Hold |
216,371
| – | – | 0.27% | 23 |
|
|
2024
Q4 | $1.59M | Sell |
216,371
-100,000
| -32% | -$737K | 0.29% | 22 |
|
|
2024
Q3 | $2.21M | Sell |
316,371
-40,000
| -11% | -$280K | 0.43% | 21 |
|
|
2024
Q2 | $1.75M | Sell |
356,371
-181,530
| -34% | -$891K | 0.39% | 19 |
|
|
2024
Q1 | $3.32M | Sell |
537,901
-178,281
| -25% | -$1.1M | 0.77% | 17 |
|
|
2023
Q4 | $5.61M | Hold |
716,182
| – | – | 1.46% | 14 |
|
|
2023
Q3 | $4.92M | Sell |
716,182
-102,815
| -13% | -$706K | 1.41% | 13 |
|
|
2023
Q2 | $7.48M | Sell |
818,997
-1,561
| -0.2% | -$14.3K | 2.2% | 11 |
|
|
2023
Q1 | $6.1M | Sell |
820,558
-50,000
| -6% | -$372K | 1.92% | 12 |
|
|
2022
Q4 | $4.3M | Hold |
870,558
| – | – | 1.71% | 9 |
|
|
2022
Q3 | $5.76M | Sell |
870,558
-299,000
| -26% | -$1.98M | 2.42% | 9 |
|
|
2022
Q2 | $6.5M | Buy |
+1,169,558
| New | +$6.5M | 2.72% | 9 |
|