Heritage Wealth Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $1.3M | Hold |
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $914K | Hold |
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|
2023
Q1 | $698K | Hold |
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|
2022
Q4 | $937K | Hold |
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|
2022
Q3 | $1.16M | Hold |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $2.2M | Hold |
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|
2021
Q4 | $2.17M | Sell |
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|
2021
Q3 | $6.26M | Hold |
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|
2021
Q2 | $8.47M | Hold |
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|
2021
Q1 | $7.52M | Buy |
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|
2020
Q4 | $1.35M | Hold |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $229K | Buy |
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