Bartlett & Co Wealth Management’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $173K | Hold |
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|
2025
Q2 | $150K | Hold |
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|
2025
Q1 | $156K | Hold |
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|
2024
Q4 | $155K | Sell |
|
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $137K | Sell |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $159K | Sell |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $139K | Hold |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $170K | Sell |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $162K | Hold |
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|
2020
Q2 | $160K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $747K | Sell |
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|
2019
Q3 | $800K | Buy |
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