Mount Yale Investment Advisors’s Owens & Minor OMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.41K	Buy	+485	New	+$4.41K	﹤0.01%	1249
2018 Q4	–	Sell	-3,912	Closed	-$36K	–	631
2018 Q3	$36K	Sell	3,912 -1,133	-22%	-$10.4K	0.01%	669
2018 Q2	$84K	Buy	5,045 +175	+4%	+$2.91K	0.02%	516
2018 Q1	$76K	Buy	+4,870	New	+$76K	0.02%	534