AE Wealth Management’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,475
| Closed | -$244K | – | 1964 |
|
|
2022
Q4 | $244K | Buy |
12,475
+1,469
| +13% | +$28.7K | ﹤0.01% | 1589 |
|
|
2022
Q3 | $265K | Buy |
11,006
+207
| +2% | +$4.98K | ﹤0.01% | 1515 |
|
|
2022
Q2 | $340K | Buy |
10,799
+4,051
| +60% | +$128K | ﹤0.01% | 1381 |
|
|
2022
Q1 | $297K | Sell |
6,748
-2
| -0% | -$88 | ﹤0.01% | 1420 |
|
|
2021
Q4 | $294K | Buy |
6,750
+305
| +5% | +$13.3K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $202K | Buy |
6,445
+66
| +1% | +$2.07K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $270K | Sell |
6,379
-321
| -5% | -$13.6K | ﹤0.01% | 1388 |
|
|
2021
Q1 | $252K | Buy |
+6,700
| New | +$252K | ﹤0.01% | 1315 |
|