EverSource Wealth Advisors’s Owens & Minor OMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
1,262
-8
| -0.6% | -$73 | ﹤0.01% | 2711 |
|
|
2025
Q1 | $11.5K | Buy |
+1,270
| New | +$11.5K | ﹤0.01% | 2033 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$251 | – | 3801 |
|
|
2024
Q3 | $251 | Buy |
+16
| New | +$251 | ﹤0.01% | 2943 |
|
|
2024
Q2 | – | Sell |
-284
| Closed | -$7.03K | – | 3123 |
|
|
2024
Q1 | $7.03K | Buy |
284
+45
| +19% | +$1.11K | ﹤0.01% | 1867 |
|
|
2023
Q4 | $4.61K | Buy |
+239
| New | +$4.61K | ﹤0.01% | 1892 |
|
|
2023
Q3 | – | Sell |
-387
| Closed | -$7.37K | – | 2628 |
|
|
2023
Q2 | $7.37K | Buy |
387
+211
| +120% | +$4.02K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $2.56K | Sell |
176
-204
| -54% | -$2.97K | ﹤0.01% | 1859 |
|
|
2022
Q4 | $7.42K | Buy |
+380
| New | +$7.42K | ﹤0.01% | 1450 |
|
|
2022
Q3 | – | Sell |
-202
| Closed | -$6K | – | 2084 |
|
|
2022
Q2 | $6K | Sell |
202
-349
| -63% | -$10.4K | ﹤0.01% | 1213 |
|
|
2022
Q1 | $24K | Sell |
551
-85
| -13% | -$3.7K | 0.01% | 639 |
|
|
2021
Q4 | $28K | Buy |
+636
| New | +$28K | 0.01% | 559 |
|