EWM
Empirical Wealth Management’s Opko Health OPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,000
| Closed | -$29.4K | – | 691 |
|
|
2024
Q4 | $29.4K | Hold |
20,000
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $29.8K | Sell |
20,000
-1,800
| -8% | -$2.68K | ﹤0.01% | 563 |
|
|
2024
Q2 | $27.3K | Hold |
21,800
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $26.2K | Hold |
21,800
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $32.9K | Hold |
21,800
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $34.9K | Hold |
21,800
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $47.3K | Hold |
21,800
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $31.8K | Hold |
21,800
| – | – | ﹤0.01% | 456 |
|
|
2022
Q4 | $27.3K | Hold |
21,800
| – | – | ﹤0.01% | 448 |
|
|
2022
Q3 | $41K | Hold |
21,800
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $55K | Buy |
21,800
+1,800
| +9% | +$4.54K | ﹤0.01% | 451 |
|
|
2022
Q1 | $69K | Hold |
20,000
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $96K | Hold |
20,000
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $73K | Hold |
20,000
| – | – | ﹤0.01% | 442 |
|
|
2021
Q2 | $81K | Hold |
20,000
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $86K | Hold |
20,000
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $79K | Hold |
20,000
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $74K | Hold |
20,000
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $68K | Hold |
20,000
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $27K | Hold |
20,000
| – | – | ﹤0.01% | 308 |
|
|
2019
Q4 | $29K | Hold |
20,000
| – | – | ﹤0.01% | 320 |
|
|
2019
Q3 | $42K | Hold |
20,000
| – | – | 0.01% | 275 |
|
|
2019
Q2 | $49K | Sell |
20,000
-2,200
| -10% | -$5.39K | 0.01% | 258 |
|
|
2019
Q1 | $58K | Hold |
22,200
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $67K | Hold |
22,200
| – | – | 0.01% | 193 |
|
|
2018
Q3 | $77K | Sell |
22,200
-1,000
| -4% | -$3.47K | 0.01% | 210 |
|
|
2018
Q2 | $109K | Hold |
23,200
| – | – | 0.02% | 182 |
|
|
2018
Q1 | $74K | Buy |
23,200
+1,000
| +5% | +$3.19K | 0.01% | 167 |
|
|
2017
Q4 | $109K | Hold |
22,200
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $152K | Hold |
22,200
| – | – | 0.04% | 139 |
|
|
2017
Q2 | $146K | Hold |
22,200
| – | – | 0.04% | 130 |
|
|
2017
Q1 | $178K | Hold |
22,200
| – | – | 0.04% | 128 |
|
|
2016
Q4 | $206K | Hold |
22,200
| – | – | 0.05% | 119 |
|
|
2016
Q3 | $235K | Buy |
22,200
+2,200
| +11% | +$23.3K | 0.06% | 101 |
|
|
2016
Q2 | $187K | Hold |
20,000
| – | – | 0.05% | 105 |
|
|
2016
Q1 | $208K | Hold |
20,000
| – | – | 0.05% | 102 |
|
|
2015
Q4 | $201K | Hold |
20,000
| – | – | 0.05% | 102 |
|
|
2015
Q3 | $168K | Hold |
20,000
| – | – | 0.04% | 112 |
|
|
2015
Q2 | $322K | Hold |
20,000
| – | – | 0.07% | 97 |
|
|
2015
Q1 | $283K | Hold |
20,000
| – | – | 0.07% | 86 |
|
|
2014
Q4 | $200K | Hold |
20,000
| – | – | 0.05% | 100 |
|
|
2014
Q3 | $170K | Hold |
20,000
| – | – | 0.04% | 104 |
|
|
2014
Q2 | $177K | Hold |
20,000
| – | – | 0.04% | 101 |
|
|
2014
Q1 | $186K | Hold |
20,000
| – | – | 0.05% | 98 |
|
|
2013
Q4 | $169K | Hold |
20,000
| – | – | 0.05% | 93 |
|
|
2013
Q3 | $176K | Hold |
20,000
| – | – | 0.06% | 88 |
|
|
2013
Q2 | $142K | Buy |
+20,000
| New | +$142K | 0.05% | 82 |
|