Prestige Wealth Management Group’s Omega Healthcare OHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2K	Buy	347 +3	+0.9%	+$137	﹤0.01%	371
2025 Q4	$15.3K	Hold	344	–	–	﹤0.01%	381
2025 Q3	$14.5K	Hold	344	–	–	﹤0.01%	392
2025 Q2	$12.6K	Hold	344	–	–	﹤0.01%	402
2025 Q1	$13.1K	Hold	344	–	–	﹤0.01%	402
2024 Q4	$13K	Hold	344	–	–	﹤0.01%	421
2024 Q3	$14K	Hold	344	–	–	﹤0.01%	396
2024 Q2	$11.8K	Hold	344	–	–	﹤0.01%	383
2024 Q1	$10.9K	Hold	344	–	–	﹤0.01%	429
2023 Q4	$10.5K	Sell	344 -73	-18%	-$2.34K	﹤0.01%	440
2023 Q3	$13.8K	Sell	417 -96	-19%	-$3.07K	﹤0.01%	381
2023 Q2	$15.7K	Hold	513	–	–	﹤0.01%	389
2023 Q1	$14.1K	Hold	513	–	–	﹤0.01%	381
2022 Q4	$14.3K	Hold	513	–	–	﹤0.01%	396
2022 Q3	$15K	Hold	513	–	–	﹤0.01%	364
2022 Q2	$14K	Hold	513	–	–	﹤0.01%	389
2022 Q1	$16K	Hold	513	–	–	﹤0.01%	385
2021 Q4	$15K	Hold	513	–	–	﹤0.01%	422
2021 Q3	$15K	Buy	513 +169	+49%	+$5.82K	﹤0.01%	415
2021 Q2	$13K	Sell	344 -169	-33%	-$6.28K	﹤0.01%	432
2021 Q1	$19K	Hold	513	–	–	0.01%	371
2020 Q4	$19K	Hold	513	–	–	0.01%	365
2020 Q3	$15K	Hold	513	–	–	﹤0.01%	385
2020 Q2	$15K	Hold	513	–	–	0.01%	376
2020 Q1	$13K	Buy	513 +213	+71%	+$8.08K	0.01%	339
2019 Q4	$13K	Hold	300	–	–	0.01%	327
2019 Q3	$13K	Buy	+300	New	+$11.7K	0.01%	317
2019 Q2	–	Hold	0	–	–	–	319
2019 Q1	–	Sell	-415	Closed	-$15.4K	–	327
2018 Q4	$15K	Buy	+415	New	+$14.4K	0.01%	365