Obermeyer Wood Investment Counsel, Lllp Energy Sector Spdr Transaction History

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024

A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Energy Sector Spdr stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 5,566 shares of XLE stock, worth $496,097. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,566
Previous 5,016 10.96%
Holding current value
$496,097
Previous $440,000 8.18%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $45,825 - $53,498
550 Added 10.96%
5,566 $476,000
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $7,422 - $8,218
88 Added 1.79%
5,016 $440,000
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $92,177 - $102,689
-1,047 Reduced 17.52%
4,928 $449,000
Q1 2023

May 09, 2023
BUY
$76.97 - $93.11 $161,637 - $195,531
2,100 Added 54.19%
5,975 $494,000
Q3 2022

Dec 09, 2022
BUY
$67.49 - $84.09 $261,523 - $325,848
3,875 New
3,875 $279,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email