Carson Wealth (CWM LLC)’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55K | Sell |
|
|||||
|
2025
Q2 | $214K | Buy |
|
|||||
|
2025
Q1 | $162K | Buy |
|
|||||
|
2024
Q4 | $155K | Sell |
|
|||||
|
2024
Q3 | $187K | Sell |
|
|||||
|
2024
Q2 | $169K | Buy |
|
|||||
|
2024
Q1 | $333K | Sell |
|
|||||
|
2023
Q4 | $301K | Sell |
|
|||||
|
2023
Q3 | $254K | Buy |
|
|||||
|
2023
Q2 | $281K | Sell |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | $284K | Buy |
|
|||||
|
2022
Q3 | $331K | Buy |
|
|||||
|
2022
Q2 | $22K | Sell |
|
|||||
|
2022
Q1 | $38K | Buy |
|
|||||
|
2021
Q4 | $31K | Buy |
|
|||||
|
2021
Q2 | $33K | Hold |
|
|||||
|
2021
Q1 | $33K | Hold |
|
|||||
|
2020
Q4 | $33K | Hold |
|
|||||
|
2020
Q3 | $33K | Hold |
|
|||||
|
2020
Q2 | $33K | Hold |
|
|||||
|
2020
Q1 | $33K | Hold |
|
|||||
|
2019
Q4 | $33K | Hold |
|
|||||
|
2019
Q3 | $33K | Hold |
|
|||||
|
2019
Q2 | $33K | Hold |
|
|||||
|
2019
Q1 | $33K | Sell |
|
|||||
|
2018
Q4 | $48K | Sell |
|
|||||
|
2018
Q3 | $12.8M | Sell |
|
|||||
|
2018
Q2 | $13.3M | Sell |
|
|||||
|
2018
Q1 | $13.2M | Buy |
|
|||||
|
2017
Q4 | $29K | Sell |
|
|||||
|
2017
Q3 | $23.8M | Sell |
|
|||||
|
2017
Q2 | $27.1M | Buy |
|
|||||
|
2017
Q1 | $24.5M | Buy |
|
|||||
|
2016
Q4 | $21.7M | Buy |
|
|||||
|
2016
Q3 | $18.7M | Buy |
|
|||||
|
2016
Q2 | $16.6M | Buy |
|