Laird Norton Wetherby 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 | $206K | Buy |
+5,616
| New | +$206K | 0.01% | 864 |
|
|
2024
Q4 | $215K | Sell |
5,668
-303
| -5% | -$11.5K | 0.01% | 816 |
|
|
2024
Q3 | $243K | Hold |
5,971
| – | – | 0.01% | 801 |
|
|
2024
Q2 | $205K | Sell |
5,971
-987
| -14% | -$33.8K | 0.01% | 842 |
|
|
2024
Q1 | $220K | Sell |
6,958
-4,060
| -37% | -$129K | 0.01% | 849 |
|
|
2023
Q4 | $338K | Buy |
11,018
+3,677
| +50% | +$113K | 0.02% | 677 |
|
|
2023
Q3 | $243K | Buy |
7,341
+160
| +2% | +$5.31K | 0.01% | 746 |
|
|
2023
Q2 | $220K | Buy |
+7,181
| New | +$220K | 0.01% | 808 |
|
|
2022
Q4 | – | Sell |
-9,144
| Closed | -$270K | – | 928 |
|
|
2022
Q3 | $270K | Sell |
9,144
-19
| -0.2% | -$561 | 0.02% | 694 |
|
|
2022
Q2 | $258K | Buy |
+9,163
| New | +$258K | 0.02% | 731 |
|