Mount Yale Investment Advisors’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.9K | Buy |
+1,229
| New | +$39.9K | ﹤0.01% | 878 |
|
|
2024
Q4 | – | Sell |
-6,627
| Closed | -$207K | – | 582 |
|
|
2024
Q3 | $207K | Sell |
6,627
-3,582
| -35% | -$112K | 0.02% | 513 |
|
|
2024
Q2 | $283K | Sell |
10,209
-20
| -0.2% | -$554 | 0.02% | 447 |
|
|
2024
Q1 | $343K | Sell |
10,229
-35
| -0.3% | -$1.17K | 0.03% | 418 |
|
|
2023
Q4 | $346K | Buy |
10,264
+1,144
| +13% | +$38.5K | 0.03% | 385 |
|
|
2023
Q3 | $295K | Buy |
9,120
+1,251
| +16% | +$40.5K | 0.03% | 396 |
|
|
2023
Q2 | $256K | Sell |
7,869
-817
| -9% | -$26.5K | 0.03% | 423 |
|
|
2023
Q1 | $276K | Sell |
8,686
-274
| -3% | -$8.71K | 0.03% | 398 |
|
|
2022
Q4 | $270K | Buy |
8,960
+122
| +1% | +$3.67K | 0.03% | 372 |
|
|
2022
Q3 | $278K | Sell |
8,838
-1,449
| -14% | -$45.6K | 0.04% | 355 |
|
|
2022
Q2 | $286K | Buy |
10,287
+787
| +8% | +$21.9K | 0.04% | 363 |
|
|
2022
Q1 | $271K | Sell |
9,500
-174
| -2% | -$4.96K | 0.03% | 394 |
|
|
2021
Q4 | $275K | Sell |
9,674
-171
| -2% | -$4.86K | 0.03% | 388 |
|
|
2021
Q3 | $239K | Buy |
9,845
+73
| +0.7% | +$1.77K | 0.03% | 408 |
|
|
2021
Q2 | $214K | Buy |
+9,772
| New | +$214K | 0.03% | 399 |
|