Heritage Wealth Advisors’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 | $23.8K | Buy |
650
+150
| +30% | +$5.5K | ﹤0.01% | 356 |
|
|
2025
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $18.9K | Hold |
500
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $20.4K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $17.1K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $15.8K | Hold |
500
| – | – | ﹤0.01% | 411 |
|
|
2023
Q4 | $15.3K | Buy |
+500
| New | +$15.3K | ﹤0.01% | 430 |
|