Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,171
| Closed | -$228K | – | 584 |
|
|
2022
Q1 | $228K | Sell |
5,171
-290
| -5% | -$12.8K | 0.02% | 478 |
|
|
2021
Q4 | $238K | Sell |
5,461
-1,035
| -16% | -$45.1K | 0.01% | 456 |
|
|
2021
Q3 | $203K | Sell |
6,496
-2,986
| -31% | -$93.3K | 0.01% | 466 |
|
|
2021
Q2 | $401K | Buy |
9,482
+2,212
| +30% | +$93.5K | 0.03% | 304 |
|
|
2021
Q1 | $273K | Buy |
+7,270
| New | +$273K | 0.02% | 332 |
|