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 |
|