Creative Planning’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94M | Buy |
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|
2025
Q2 | $3.39M | Sell |
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|
2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $633K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Buy |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $19K | Sell |
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|
2014
Q2 | $25K | Buy |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $20K | Sell |
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|
2013
Q3 | $28K | Sell |
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|
2013
Q2 | $69K | Buy |
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