Congress Wealth Management’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-74,883
| Closed | -$2.34M | – | 910 |
|
|
2024
Q3 | $2.34M | Buy |
74,883
+5,302
| +8% | +$166K | 0.03% | 396 |
|
|
2024
Q2 | $1.93M | Buy |
69,581
+7,575
| +12% | +$210K | 0.03% | 362 |
|
|
2024
Q1 | $2.08M | Buy |
62,006
+4,933
| +9% | +$165K | 0.04% | 310 |
|
|
2023
Q4 | $1.92M | Buy |
57,073
+4,694
| +9% | +$158K | 0.04% | 317 |
|
|
2023
Q3 | $1.69M | Buy |
52,379
+5,025
| +11% | +$163K | 0.04% | 320 |
|
|
2023
Q2 | $1.54M | Buy |
47,354
+1,886
| +4% | +$61.3K | 0.04% | 299 |
|
|
2023
Q1 | $1.44M | Buy |
45,468
+4,180
| +10% | +$133K | 0.03% | 304 |
|
|
2022
Q4 | $1.24M | Buy |
+41,288
| New | +$1.24M | 0.03% | 316 |
|