Carson Wealth (CWM LLC)’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 | $2.35M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $140K | Buy |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $165K | Buy |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $139K | Buy |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $109K | Hold |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $109K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $109K | Hold |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $85K | Buy |
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|
2018
Q2 | $23K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3K | Buy |
|