Focus Partners Wealth’s Omega Healthcare OHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$911K Buy
24,846
+4,984
+25% +$183K ﹤0.01% 1175
2025
Q1
$756K Buy
19,862
+108
+0.5% +$4.11K ﹤0.01% 1161
2024
Q4
$748K Buy
19,754
+319
+2% +$12.1K ﹤0.01% 1152
2024
Q3
$791K Sell
19,435
-6,629
-25% -$270K ﹤0.01% 1001
2024
Q2
$892K Buy
26,064
+13,240
+103% +$453K ﹤0.01% 817
2024
Q1
$406K Hold
12,824
﹤0.01% 761
2023
Q4
$393K Buy
+12,824
New +$393K 0.01% 622