CWM
C2C Wealth Management’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
17,310
+3,000
| +21% | +$110K | 0.57% | 41 |
|
|
2025
Q1 | $545K | Sell |
14,310
-3,000
| -17% | -$114K | 0.51% | 44 |
|
|
2024
Q4 | $655K | Hold |
17,310
| – | – | 0.61% | 39 |
|
|
2024
Q3 | $735K | Hold |
17,310
| – | – | 0.68% | 36 |
|
|
2024
Q2 | $593K | Hold |
17,310
| – | – | 0.58% | 42 |
|
|
2024
Q1 | $548K | Hold |
17,310
| – | – | 0.54% | 43 |
|
|
2023
Q4 | $538K | Hold |
17,310
| – | – | 0.46% | 53 |
|
|
2023
Q3 | $560K | Hold |
17,310
| – | – | 0.08% | 131 |
|
|
2023
Q2 | $556K | Sell |
17,310
-1,000
| -5% | -$32.1K | 0.07% | 141 |
|
|
2023
Q1 | $513K | Sell |
18,310
-800
| -4% | -$22.4K | 0.08% | 142 |
|
|
2022
Q4 | $536K | Buy |
19,110
+2,000
| +12% | +$56.1K | 0.09% | 96 |
|
|
2022
Q3 | $524K | Hold |
17,110
| – | – | 0.1% | 99 |
|
|
2022
Q2 | $528K | Hold |
17,110
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $466K | Buy |
17,110
+2,000
| +13% | +$54.5K | 0.08% | 122 |
|
|
2021
Q4 | $447K | Buy |
+15,110
| New | +$447K | 0.06% | 135 |
|