Sax Wealth Advisors’s Opko Health OPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6K | Buy |
20,160
+50
| +0.2% | +$66 | ﹤0.01% | 422 |
|
|
2025
Q1 | $33.4K | Hold |
20,110
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $29.6K | Hold |
20,110
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $30K | Hold |
20,110
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $25.1K | Hold |
20,110
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $24.1K | Hold |
20,110
| – | – | ﹤0.01% | 190 |
|
|
2023
Q4 | $30.4K | Buy |
20,110
+110
| +0.6% | +$166 | 0.01% | 189 |
|
|
2023
Q3 | $32K | Hold |
20,000
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $43.4K | Hold |
20,000
| – | – | 0.01% | 176 |
|
|
2023
Q1 | $29.2K | Hold |
20,000
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $25K | Buy |
+20,000
| New | +$25K | 0.01% | 169 |
|
|
2022
Q1 | – | Sell |
-84,110
| Closed | -$405K | – | 184 |
|
|
2021
Q4 | $405K | Sell |
84,110
-25,491
| -23% | -$123K | 0.08% | 126 |
|
|
2021
Q3 | $400K | Buy |
+109,601
| New | +$400K | 0.09% | 112 |
|