Creative Planning’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
Q2 | $2.06M | Buy |
|
|||||
|
2025
Q1 | $1.82M | Sell |
|
|||||
|
2024
Q4 | $1.84M | Buy |
|
|||||
|
2024
Q3 | $1.74M | Buy |
|
|||||
|
2024
Q2 | $1.39M | Buy |
|
|||||
|
2024
Q1 | $1.22M | Buy |
|
|||||
|
2023
Q4 | $1.07M | Buy |
|
|||||
|
2023
Q3 | $1.06M | Buy |
|
|||||
|
2023
Q2 | $968K | Buy |
|
|||||
|
2023
Q1 | $798K | Buy |
|
|||||
|
2022
Q4 | $672K | Buy |
|
|||||
|
2022
Q3 | $679K | Buy |
|
|||||
|
2022
Q2 | $467K | Sell |
|
|||||
|
2022
Q1 | $521K | Sell |
|
|||||
|
2021
Q4 | $661K | Sell |
|
|||||
|
2021
Q3 | $888K | Buy |
|
|||||
|
2021
Q2 | $894K | Sell |
|
|||||
|
2021
Q1 | $1.06M | Buy |
|
|||||
|
2020
Q4 | $1.04M | Sell |
|
|||||
|
2020
Q3 | $889K | Sell |
|
|||||
|
2020
Q2 | $1.08M | Sell |
|
|||||
|
2020
Q1 | $986K | Sell |
|
|||||
|
2019
Q4 | $1.7M | Buy |
|
|||||
|
2019
Q3 | $1.16M | Buy |
|
|||||
|
2019
Q2 | $895K | Sell |
|
|||||
|
2019
Q1 | $930K | Sell |
|
|||||
|
2018
Q4 | $931K | Buy |
|
|||||
|
2018
Q3 | $713K | Buy |
|
|||||
|
2018
Q2 | $560K | Sell |
|
|||||
|
2018
Q1 | $545K | Sell |
|
|||||
|
2017
Q4 | $1.26M | Buy |
|
|||||
|
2017
Q3 | $754K | Sell |
|
|||||
|
2017
Q2 | $935K | Buy |
|
|||||
|
2017
Q1 | $820K | Buy |
|
|||||
|
2016
Q4 | $734K | Sell |
|
|||||
|
2016
Q3 | $1.17M | Buy |
|
|||||
|
2016
Q2 | $713K | Buy |
|
|||||
|
2016
Q1 | $617K | Sell |
|
|||||
|
2015
Q4 | $625K | Sell |
|
|||||
|
2015
Q3 | $789K | Sell |
|
|||||
|
2015
Q2 | $798K | Sell |
|
|||||
|
2015
Q1 | $957K | Buy |
|
|||||
|
2014
Q4 | $896K | Buy |
|
|||||
|
2014
Q3 | $514K | Sell |
|
|||||
|
2014
Q2 | $583K | Buy |
|
|||||
|
2014
Q1 | $351K | Sell |
|
|||||
|
2013
Q4 | $407K | Buy |
|
|||||
|
2013
Q3 | $316K | Sell |
|
|||||
|
2013
Q2 | $454K | Buy |
|