Meridian 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
Q1 | – | Sell |
-6,020
| Closed | -$228K | – | 642 |
|
|
2024
Q4 | $228K | Buy |
6,020
+250
| +4% | +$9.46K | 0.01% | 576 |
|
|
2024
Q3 | $235K | Buy |
+5,770
| New | +$235K | 0.01% | 578 |
|
|
2023
Q4 | – | Sell |
-13,834
| Closed | -$459K | – | 609 |
|
|
2023
Q3 | $459K | Buy |
13,834
+6,917
| +100% | +$229K | 0.03% | 384 |
|
|
2023
Q2 | $212K | Sell |
6,917
-1,000
| -13% | -$30.7K | 0.02% | 508 |
|
|
2023
Q1 | $217K | Buy |
7,917
+147
| +2% | +$4.03K | 0.02% | 494 |
|
|
2022
Q4 | $217K | Hold |
7,770
| – | – | 0.02% | 475 |
|
|
2022
Q3 | $229K | Buy |
+7,770
| New | +$229K | 0.02% | 427 |
|
|
2019
Q3 | – | Sell |
-3,298
| Closed | -$1.21K | – | 388 |
|
|
2019
Q2 | $1.21K | Buy |
+3,298
| New | +$1.21K | 0.05% | 257 |
|