Private Wealth Management Group’s Ooma OOMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.77K Hold
2025
Q2
$5.13K Hold
2025
Q1
$5.21K Hold
2024
Q4
$5.6K Hold
2024
Q3
$4.53K Hold
2024
Q2
$3.95K Buy
2024
Q1
Sell
2023
Q4
$333 Buy