Creative Planning’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Sell |
104,301
-807
| -0.8% | -$26.2K | ﹤0.01% | 959 |
|
|
2025
Q1 | $3.67M | Buy |
105,108
+39,436
| +60% | +$1.38M | ﹤0.01% | 831 |
|
|
2024
Q4 | $1.52M | Buy |
65,672
+27,523
| +72% | +$639K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $1.19M | Buy |
38,149
+20,546
| +117% | +$643K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $488K | Sell |
17,603
-1,259
| -7% | -$34.9K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $633K | Buy |
18,862
+7,866
| +72% | +$264K | ﹤0.01% | 1678 |
|
|
2023
Q4 | $370K | Buy |
10,996
+839
| +8% | +$28.3K | ﹤0.01% | 1931 |
|
|
2023
Q3 | $329K | Buy |
10,157
+1,740
| +21% | +$56.3K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $273K | Buy |
8,417
+801
| +11% | +$26K | ﹤0.01% | 1967 |
|
|
2023
Q1 | $242K | Buy |
+7,616
| New | +$242K | ﹤0.01% | 1969 |
|
|
2017
Q3 | – | Sell |
-925
| Closed | -$10K | – | 3055 |
|
|
2017
Q2 | $10K | Sell |
925
-250
| -21% | -$2.7K | ﹤0.01% | 3583 |
|
|
2017
Q1 | $8K | Buy |
1,175
+500
| +74% | +$3.4K | ﹤0.01% | 3680 |
|
|
2016
Q4 | $3K | Hold |
675
| – | – | ﹤0.01% | 4061 |
|
|
2016
Q3 | $8K | Hold |
675
| – | – | ﹤0.01% | 3585 |
|
|
2016
Q2 | $7K | Hold |
675
| – | – | ﹤0.01% | 3411 |
|
|
2016
Q1 | $6K | Hold |
675
| – | – | ﹤0.01% | 3453 |
|
|
2015
Q4 | $5K | Hold |
675
| – | – | ﹤0.01% | 3623 |
|
|
2015
Q3 | $5K | Buy |
+675
| New | +$5K | ﹤0.01% | 3573 |
|
|
2015
Q2 | – | Sell |
-725
| Closed | -$13K | – | 2296 |
|
|
2015
Q1 | $13K | Buy |
725
+50
| +7% | +$897 | ﹤0.01% | 2991 |
|
|
2014
Q4 | $19K | Hold |
675
| – | – | ﹤0.01% | 2666 |
|
|
2014
Q3 | $19K | Sell |
675
-75
| -10% | -$2.11K | ﹤0.01% | 2555 |
|
|
2014
Q2 | $25K | Buy |
750
+75
| +11% | +$2.5K | ﹤0.01% | 2328 |
|
|
2014
Q1 | $19K | Hold |
675
| – | – | ﹤0.01% | 2382 |
|
|
2013
Q4 | $20K | Sell |
675
-125
| -16% | -$3.7K | ﹤0.01% | 2191 |
|
|
2013
Q3 | $28K | Sell |
800
-250
| -24% | -$8.75K | ﹤0.01% | 1891 |
|
|
2013
Q2 | $69K | Buy |
+1,050
| New | +$69K | ﹤0.01% | 1199 |
|