Creative Planning’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
48,490
+17,812
| +58% | +$162K | ﹤0.01% | 2569 |
|
|
2025
Q1 | $277K | Buy |
+30,678
| New | +$277K | ﹤0.01% | 2817 |
|
|
2017
Q4 | – | Sell |
-6,983
| Closed | -$204K | – | 1948 |
|
|
2017
Q3 | $204K | Buy |
6,983
+2,962
| +74% | +$86.5K | ﹤0.01% | 1579 |
|
|
2017
Q2 | $129K | Buy |
4,021
+113
| +3% | +$3.63K | ﹤0.01% | 1786 |
|
|
2017
Q1 | $135K | Sell |
3,908
-136
| -3% | -$4.7K | ﹤0.01% | 1750 |
|
|
2016
Q4 | $143K | Buy |
4,044
+3,343
| +477% | +$118K | ﹤0.01% | 1606 |
|
|
2016
Q3 | $24K | Buy |
701
+401
| +134% | +$13.7K | ﹤0.01% | 2905 |
|
|
2016
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 3148 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$4K | – | 4316 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3724 |
|
|
2015
Q2 | – | Sell |
-621
| Closed | -$21K | – | 2293 |
|
|
2015
Q1 | $21K | Hold |
621
| – | – | ﹤0.01% | 2662 |
|
|
2014
Q4 | $22K | Sell |
621
-29
| -4% | -$1.03K | ﹤0.01% | 2559 |
|
|
2014
Q3 | $21K | Sell |
650
-9
| -1% | -$291 | ﹤0.01% | 2490 |
|
|
2014
Q2 | $22K | Buy |
+659
| New | +$22K | ﹤0.01% | 2398 |
|