Advisornet Financial’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$347 | – | 2371 |
|
|
2023
Q4 | $347 | Hold |
18
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q3 | $291 | Buy |
18
+3
| +20% | +$49 | ﹤0.01% | 2080 |
|
|
2023
Q2 | $286 | Buy |
+15
| New | +$286 | ﹤0.01% | 2154 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$273 | – | 2472 |
|
|
2022
Q4 | $273 | Buy |
+14
| New | +$273 | ﹤0.01% | 2160 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$14K | – | 1865 |
|
|
2020
Q1 | $14K | Buy |
+1,500
| New | +$14K | ﹤0.01% | 1165 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1637 |
|
|
2018
Q4 | – | Sell |
-296
| Closed | -$5K | – | 1555 |
|
|
2018
Q3 | $5K | Hold |
296
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q2 | $5K | Hold |
296
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q1 | $5K | Sell |
296
-146
| -33% | -$2.47K | ﹤0.01% | 1219 |
|
|
2017
Q4 | $8K | Buy |
+442
| New | +$8K | ﹤0.01% | 1041 |
|