CWM
Compass Wealth Management’s Option Care Health OPCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
184,778
+18,700
| +11% | +$607K | 1.43% | 20 |
|
|
2025
Q1 | $5.8M | Buy |
166,078
+13,600
| +9% | +$475K | 1.48% | 17 |
|
|
2024
Q4 | $3.54M | Sell |
152,478
-40,650
| -21% | -$943K | 0.85% | 42 |
|
|
2024
Q3 | $6.04M | Buy |
193,128
+83,053
| +75% | +$2.6M | 1.42% | 18 |
|
|
2024
Q2 | $3.05M | Buy |
110,075
+42,000
| +62% | +$1.16M | 0.75% | 51 |
|
|
2024
Q1 | $2.28M | Buy |
+68,075
| New | +$2.28M | 0.57% | 61 |
|