Northwestern Mutual Wealth Management’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 | $910 | Hold |
100
| – | – | ﹤0.01% | 3394 |
|
|
2025
Q1 | $903 | Hold |
100
| – | – | ﹤0.01% | 3301 |
|
|
2024
Q4 | $1.31K | Hold |
100
| – | – | ﹤0.01% | 3256 |
|
|
2024
Q3 | $1.57K | Hold |
100
| – | – | ﹤0.01% | 3169 |
|
|
2024
Q2 | $1.35K | Sell |
100
-29
| -22% | -$392 | ﹤0.01% | 3171 |
|
|
2024
Q1 | $3.58K | Buy |
129
+29
| +29% | +$804 | ﹤0.01% | 2932 |
|
|
2023
Q4 | $1.93K | Buy |
+100
| New | +$1.93K | ﹤0.01% | 3062 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$533 | – | 3471 |
|
|
2023
Q2 | $533 | Buy |
+28
| New | +$533 | ﹤0.01% | 3169 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$9.77K | – | 3522 |
|
|
2022
Q4 | $9.77K | Sell |
500
-356
| -42% | -$6.95K | ﹤0.01% | 2509 |
|
|
2022
Q3 | $21K | Hold |
856
| – | – | ﹤0.01% | 2207 |
|
|
2022
Q2 | $27K | Hold |
856
| – | – | ﹤0.01% | 2125 |
|
|
2022
Q1 | $38K | Sell |
856
-20,000
| -96% | -$888K | ﹤0.01% | 2067 |
|
|
2021
Q4 | $907K | Buy |
20,856
+56
| +0.3% | +$2.44K | ﹤0.01% | 861 |
|
|
2021
Q3 | $651K | Sell |
20,800
-200
| -1% | -$6.26K | ﹤0.01% | 894 |
|
|
2021
Q2 | $889K | Sell |
21,000
-500
| -2% | -$21.2K | ﹤0.01% | 793 |
|
|
2021
Q1 | $808K | Sell |
21,500
-500
| -2% | -$18.8K | ﹤0.01% | 777 |
|
|
2020
Q4 | $595K | Sell |
22,000
-4
| -0% | -$108 | ﹤0.01% | 784 |
|
|
2020
Q3 | $553K | Buy |
22,004
+20,004
| +1,000% | +$503K | ﹤0.01% | 734 |
|
|
2020
Q2 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 1795 |
|
|
2020
Q1 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 1733 |
|
|
2019
Q4 | $10K | Buy |
+2,000
| New | +$10K | ﹤0.01% | 1936 |
|
|
2019
Q3 | – | Sell |
-4,996
| Closed | -$16K | – | 2634 |
|
|
2019
Q2 | $16K | Sell |
4,996
-6,144
| -55% | -$19.7K | ﹤0.01% | 1802 |
|
|
2019
Q1 | $46K | Hold |
11,140
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q4 | $71K | Buy |
11,140
+4,676
| +72% | +$29.8K | ﹤0.01% | 1114 |
|
|
2018
Q3 | $107K | Buy |
6,464
+12
| +0.2% | +$199 | ﹤0.01% | 1022 |
|
|
2018
Q2 | $108K | Buy |
6,452
+185
| +3% | +$3.1K | ﹤0.01% | 975 |
|
|
2018
Q1 | $97K | Sell |
6,267
-7
| -0.1% | -$108 | ﹤0.01% | 961 |
|
|
2017
Q4 | $118K | Buy |
6,274
+6,082
| +3,168% | +$114K | ﹤0.01% | 877 |
|
|
2017
Q3 | $5K | Buy |
+192
| New | +$5K | ﹤0.01% | 1821 |
|
|
2017
Q1 | – | Sell |
-101
| Closed | -$4K | – | 2284 |
|
|
2016
Q4 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 1911 |
|
|
2016
Q3 | – | Sell |
-101
| Closed | -$4K | – | 1105 |
|
|
2016
Q2 | $4K | Hold |
101
| – | – | ﹤0.01% | 1664 |
|
|
2016
Q1 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 1724 |
|
|
2015
Q4 | – | Sell |
-99
| Closed | -$3K | – | 1763 |
|
|
2015
Q3 | $3K | Hold |
99
| – | – | ﹤0.01% | 1375 |
|
|
2015
Q2 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 1211 |
|