EP Wealth Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1K | Sell |
28,900
-338
| -1% | -$446 | ﹤0.01% | 1409 |
|
|
2025
Q1 | $48.5K | Buy |
29,238
+338
| +1% | +$561 | ﹤0.01% | 1268 |
|
|
2024
Q4 | $42.5K | Hold |
28,900
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q3 | $43.1K | Sell |
28,900
-2,000
| -6% | -$2.98K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $38.6K | Hold |
30,900
| – | – | ﹤0.01% | 839 |
|
|
2024
Q1 | $37.1K | Hold |
30,900
| – | – | ﹤0.01% | 821 |
|
|
2023
Q4 | $46.7K | Hold |
30,900
| – | – | ﹤0.01% | 803 |
|
|
2023
Q3 | $49.4K | Buy |
30,900
+18,041
| +140% | +$28.9K | ﹤0.01% | 739 |
|
|
2023
Q2 | $67.1K | Buy |
+12,859
| New | +$67.1K | ﹤0.01% | 672 |
|