EWM
Evercore Wealth Management’s Owens & Minor OMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,873
| Closed | -$347K | – | 421 |
|
|
2022
Q1 | $347K | Hold |
7,873
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $342K | Hold |
7,873
| – | – | 0.01% | 336 |
|
|
2021
Q3 | $246K | Hold |
7,873
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $333K | Hold |
7,873
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $296K | Hold |
7,873
| – | – | 0.01% | 365 |
|
|
2020
Q4 | $213K | Buy |
+7,873
| New | +$213K | ﹤0.01% | 403 |
|