Private Wealth Management Group’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14K | Hold |
398
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $5.21K | Hold |
398
| – | – | ﹤0.01% | 714 |
|
|
2024
Q4 | $5.6K | Hold |
398
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $4.53K | Hold |
398
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $3.95K | Buy |
+398
| New | +$3.95K | ﹤0.01% | 800 |
|
|
2024
Q1 | – | Sell |
-31
| Closed | -$333 | – | 1562 |
|
|
2023
Q4 | $333 | Buy |
+31
| New | +$333 | ﹤0.01% | 1493 |
|