Petrus Trust Company’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64,478
| Closed | -$640K | – | 696 |
|
|
2024
Q2 | $640K | Buy |
64,478
+18,718
| +41% | +$186K | 0.06% | 131 |
|
|
2024
Q1 | $390K | Buy |
45,760
+5,424
| +13% | +$46.3K | 0.04% | 321 |
|
|
2023
Q4 | $433K | Buy |
40,336
+27,464
| +213% | +$295K | 0.04% | 283 |
|
|
2023
Q3 | $167K | Buy |
+12,872
| New | +$167K | 0.02% | 541 |
|
|
2022
Q3 | – | Sell |
-21,251
| Closed | -$252K | – | 265 |
|
|
2022
Q2 | $252K | Buy |
+21,251
| New | +$252K | 0.04% | 51 |
|
|
2018
Q4 | – | Sell |
-10,959
| Closed | -$182K | – | 283 |
|
|
2018
Q3 | $182K | Buy |
+10,959
| New | +$182K | 0.04% | 219 |
|