Creative Planning’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.72M | Buy |
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|
2025
Q4 | $714K | Buy |
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|
2025
Q3 | $196K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $7K | Buy |
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