Jeppson Wealth Management’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 | $1.9M | Sell |
51,856
-145
| -0.3% | -$5.31K | 0.66% | 38 |
|
|
2025
Q1 | $1.98M | Sell |
52,001
-184
| -0.4% | -$7.01K | 0.72% | 36 |
|
|
2024
Q4 | $1.98M | Sell |
52,185
-423
| -0.8% | -$16K | 0.72% | 32 |
|
|
2024
Q3 | $2.14M | Sell |
52,608
-608
| -1% | -$24.7K | 0.77% | 30 |
|
|
2024
Q2 | $1.82M | Sell |
53,216
-135
| -0.3% | -$4.62K | 0.7% | 34 |
|
|
2024
Q1 | $1.69M | Sell |
53,351
-406
| -0.8% | -$12.9K | 0.66% | 38 |
|
|
2023
Q4 | $1.65M | Buy |
53,757
+498
| +0.9% | +$15.3K | 0.68% | 33 |
|
|
2023
Q3 | $1.77M | Sell |
53,259
-433
| -0.8% | -$14.4K | 0.81% | 27 |
|
|
2023
Q2 | $1.65M | Sell |
53,692
-1,539
| -3% | -$47.2K | 0.72% | 29 |
|
|
2023
Q1 | $1.51M | Buy |
55,231
+1,883
| +4% | +$51.6K | 0.66% | 36 |
|
|
2022
Q4 | $1.49M | Buy |
53,348
+2,680
| +5% | +$74.9K | 0.63% | 37 |
|
|
2022
Q3 | $1.49M | Buy |
50,668
+763
| +2% | +$22.5K | 0.68% | 31 |
|
|
2022
Q2 | $1.41M | Buy |
49,905
+8,871
| +22% | +$250K | 0.61% | 36 |
|
|
2022
Q1 | $1.28M | Buy |
41,034
+1,909
| +5% | +$59.5K | 0.6% | 40 |
|
|
2021
Q4 | $1.16M | Buy |
39,125
+2,382
| +6% | +$70.5K | 0.56% | 43 |
|
|
2021
Q3 | $1.1M | Buy |
36,743
+17,606
| +92% | +$527K | 0.57% | 43 |
|
|
2021
Q2 | $694K | Sell |
19,137
-75
| -0.4% | -$2.72K | 0.38% | 67 |
|
|
2021
Q1 | $703K | Buy |
19,212
+40
| +0.2% | +$1.46K | 0.42% | 59 |
|
|
2020
Q4 | $696K | Buy |
19,172
+1,300
| +7% | +$47.2K | 0.46% | 57 |
|
|
2020
Q3 | $535K | Buy |
+17,872
| New | +$535K | 0.42% | 56 |
|