GoalVest Advisory’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 | $1.46M | Buy |
39,869
+1,960
| +5% | +$71.8K | 0.36% | 54 |
|
|
2025
Q1 | $1.44M | Buy |
37,909
+4,014
| +12% | +$153K | 0.4% | 52 |
|
|
2024
Q4 | $1.28M | Sell |
33,895
-319
| -0.9% | -$12.1K | 0.35% | 52 |
|
|
2024
Q3 | $1.39M | Buy |
34,214
+993
| +3% | +$40.4K | 0.4% | 45 |
|
|
2024
Q2 | $1.14M | Sell |
33,221
-1,154
| -3% | -$39.5K | 0.36% | 50 |
|
|
2024
Q1 | $1.09M | Buy |
34,375
+5,240
| +18% | +$166K | 0.36% | 53 |
|
|
2023
Q4 | $893K | Buy |
+29,135
| New | +$893K | 0.39% | 44 |
|