Creative Planning’s Omnicell OMCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Buy |
33,419
+16,608
| +99% | +$695K | ﹤0.01% | 2364 |
|
|
2025
Q4 | $762K | Buy |
16,811
+2,084
| +14% | +$76.2K | ﹤0.01% | 2495 |
|
|
2025
Q3 | $448K | Buy |
14,727
+5,337
| +57% | +$164K | ﹤0.01% | 2816 |
|
|
2025
Q2 | $276K | Buy |
9,390
+1,347
| +17% | +$40.3K | ﹤0.01% | 2967 |
|
|
2025
Q1 | $281K | Sell |
8,043
-2,629
| -25% | -$104K | ﹤0.01% | 2815 |
|
|
2024
Q4 | $475K | Sell |
10,672
-995
| -9% | -$44.7K | ﹤0.01% | 2270 |
|
|
2024
Q3 | $509K | Buy |
11,667
+2,188
| +23% | +$82.5K | ﹤0.01% | 2097 |
|
|
2024
Q2 | $257K | Buy |
+9,479
| New | +$274K | ﹤0.01% | 2489 |
|
|
2023
Q4 | – | Sell |
-115
| Closed | -$5.18K | – | 2990 |
|
|
2023
Q3 | $5.18K | Sell |
115
-7,590
| -99% | -$460K | ﹤0.01% | 2711 |
|
|
2023
Q2 | $568K | Buy |
7,705
+1,982
| +35% | +$134K | ﹤0.01% | 1469 |
|
|
2023
Q1 | $336K | Buy |
+5,723
| New | +$316K | ﹤0.01% | 1734 |
|
|
2022
Q1 | – | Sell |
-3,709
| Closed | -$669K | – | 2414 |
|
|
2021
Q4 | $669K | Sell |
3,709
-262
| -7% | -$45.4K | ﹤0.01% | 1144 |
|
|
2021
Q3 | $589K | Sell |
3,971
-663
| -14% | -$102K | ﹤0.01% | 1206 |
|
|
2021
Q2 | $701K | Buy |
4,634
+1,249
| +37% | +$174K | ﹤0.01% | 1095 |
|
|
2021
Q1 | $440K | Sell |
3,385
-629
| -16% | -$80.7K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $482K | Sell |
4,014
-610
| -13% | -$59.8K | ﹤0.01% | 1341 |
|
|
2020
Q3 | $345K | Buy |
4,624
+255
| +6% | +$17.7K | ﹤0.01% | 1333 |
|
|
2020
Q2 | $309K | Buy |
4,369
+17
| +0.4% | +$1.16K | ﹤0.01% | 1280 |
|
|
2020
Q1 | $285K | Sell |
4,352
-1,208
| -22% | -$96.2K | ﹤0.01% | 1198 |
|
|
2019
Q4 | $454K | Sell |
5,560
-99
| -2% | -$7.59K | ﹤0.01% | 1164 |
|
|
2019
Q3 | $409K | Sell |
5,659
-20
| -0.4% | -$1.47K | ﹤0.01% | 1182 |
|
|
2019
Q2 | $489K | Sell |
5,679
-50
| -0.9% | -$4.06K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $463K | Sell |
5,729
-1,079
| -16% | -$80.8K | ﹤0.01% | 1075 |
|
|
2018
Q4 | $417K | Buy |
6,808
+994
| +17% | +$67.3K | ﹤0.01% | 1058 |
|
|
2018
Q3 | $418K | Buy |
+5,814
| New | +$366K | ﹤0.01% | 1193 |
|
|
2017
Q3 | – | Sell |
-2,194
| Closed | -$95K | – | 3130 |
|
|
2017
Q2 | $95K | Buy |
2,194
+94
| +4% | +$3.9K | ﹤0.01% | 2032 |
|
|
2017
Q1 | $85K | Buy |
2,100
+400
| +24% | +$14.7K | ﹤0.01% | 2065 |
|
|
2016
Q4 | $58K | Sell |
1,700
-100
| -6% | -$3.44K | ﹤0.01% | 2274 |
|
|
2016
Q3 | $69K | Sell |
1,800
-200
| -10% | -$7.46K | ﹤0.01% | 2120 |
|
|
2016
Q2 | $68K | Buy |
2,000
+200
| +11% | +$6.24K | ﹤0.01% | 1932 |
|
|
2016
Q1 | $50K | Sell |
1,800
-94
| -5% | -$2.58K | ﹤0.01% | 2112 |
|
|
2015
Q4 | $59K | Buy |
1,894
+94
| +5% | +$2.77K | ﹤0.01% | 1983 |
|
|
2015
Q3 | $56K | Buy |
+1,800
| New | +$64.4K | ﹤0.01% | 1964 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$70K | – | 2400 |
|
|
2015
Q1 | $70K | Buy |
2,000
+500
| +33% | +$16.5K | ﹤0.01% | 1775 |
|
|
2014
Q4 | $50K | Buy |
1,500
+300
| +25% | +$9.27K | ﹤0.01% | 2007 |
|
|
2014
Q3 | $33K | Sell |
1,200
-100
| -8% | -$2.74K | ﹤0.01% | 2190 |
|
|
2014
Q2 | $37K | Buy |
1,300
+957
| +279% | +$25.8K | ﹤0.01% | 2086 |
|
|
2014
Q1 | $10K | Buy |
+343
| New | +$9.38K | ﹤0.01% | 2759 |
|
Other funds holding OMCL
VPM
VCM
NAMI