Creative Planning’s Omnicell OMCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
9,390
+1,347
+17% +$39.6K ﹤0.01% 2958
2025
Q1
$281K Sell
8,043
-2,629
-25% -$91.9K ﹤0.01% 2808
2024
Q4
$475K Sell
10,672
-995
-9% -$44.3K ﹤0.01% 2263
2024
Q3
$509K Buy
11,667
+2,188
+23% +$95.4K ﹤0.01% 2097
2024
Q2
$257K Buy
+9,479
New +$257K ﹤0.01% 2478
2023
Q4
Sell
-115
Closed -$5.18K 2923
2023
Q3
$5.18K Sell
115
-7,590
-99% -$342K ﹤0.01% 2670
2023
Q2
$568K Buy
7,705
+1,982
+35% +$146K ﹤0.01% 1463
2023
Q1
$336K Buy
+5,723
New +$336K ﹤0.01% 1728
2022
Q1
Sell
-3,709
Closed -$669K 2336
2021
Q4
$669K Sell
3,709
-262
-7% -$47.3K ﹤0.01% 1144
2021
Q3
$589K Sell
3,971
-663
-14% -$98.3K ﹤0.01% 1206
2021
Q2
$701K Buy
4,634
+1,249
+37% +$189K ﹤0.01% 1094
2021
Q1
$440K Sell
3,385
-629
-16% -$81.8K ﹤0.01% 1503
2020
Q4
$482K Sell
4,014
-610
-13% -$73.2K ﹤0.01% 1319
2020
Q3
$345K Buy
4,624
+255
+6% +$19K ﹤0.01% 1314
2020
Q2
$309K Buy
4,369
+17
+0.4% +$1.2K ﹤0.01% 1266
2020
Q1
$285K Sell
4,352
-1,208
-22% -$79.1K ﹤0.01% 1187
2019
Q4
$454K Sell
5,560
-99
-2% -$8.08K ﹤0.01% 1156
2019
Q3
$409K Sell
5,659
-20
-0.4% -$1.45K ﹤0.01% 1176
2019
Q2
$489K Sell
5,679
-50
-0.9% -$4.31K ﹤0.01% 1083
2019
Q1
$463K Sell
5,729
-1,079
-16% -$87.2K ﹤0.01% 1069
2018
Q4
$417K Buy
6,808
+994
+17% +$60.9K ﹤0.01% 1052
2018
Q3
$418K Buy
+5,814
New +$418K ﹤0.01% 1183
2017
Q3
Sell
-2,194
Closed -$95K 3047
2017
Q2
$95K Buy
2,194
+94
+4% +$4.07K ﹤0.01% 2019
2017
Q1
$85K Buy
2,100
+400
+24% +$16.2K ﹤0.01% 2051
2016
Q4
$58K Sell
1,700
-100
-6% -$3.41K ﹤0.01% 2258
2016
Q3
$69K Sell
1,800
-200
-10% -$7.67K ﹤0.01% 2104
2016
Q2
$68K Buy
2,000
+200
+11% +$6.8K ﹤0.01% 1923
2016
Q1
$50K Sell
1,800
-94
-5% -$2.61K ﹤0.01% 2099
2015
Q4
$59K Buy
1,894
+94
+5% +$2.93K ﹤0.01% 1961
2015
Q3
$56K Buy
+1,800
New +$56K ﹤0.01% 1954
2015
Q2
Sell
-2,000
Closed -$70K 2290
2015
Q1
$70K Buy
2,000
+500
+33% +$17.5K ﹤0.01% 1764
2014
Q4
$50K Buy
1,500
+300
+25% +$10K ﹤0.01% 1989
2014
Q3
$33K Sell
1,200
-100
-8% -$2.75K ﹤0.01% 2170
2014
Q2
$37K Buy
1,300
+957
+279% +$27.2K ﹤0.01% 2061
2014
Q1
$10K Buy
+343
New +$10K ﹤0.01% 2712