Sheets Smith Wealth Management’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
29,404
| – | – | 0.13% | 155 |
|
|
2025
Q1 | $1.12M | Hold |
29,404
| – | – | 0.14% | 143 |
|
|
2024
Q4 | $1.11M | Sell |
29,404
-3,019
| -9% | -$114K | 0.14% | 146 |
|
|
2024
Q3 | $1.32M | Hold |
32,423
| – | – | 0.16% | 129 |
|
|
2024
Q2 | $1.11M | Hold |
32,423
| – | – | 0.13% | 153 |
|
|
2024
Q1 | $1.03M | Hold |
32,423
| – | – | 0.12% | 162 |
|
|
2023
Q4 | $994K | Sell |
32,423
-425
| -1% | -$13K | 0.14% | 141 |
|
|
2023
Q3 | $1.09M | Sell |
32,848
-1,300
| -4% | -$43.1K | 0.17% | 127 |
|
|
2023
Q2 | $1.05M | Hold |
34,148
| – | – | 0.15% | 131 |
|
|
2023
Q1 | $936K | Hold |
34,148
| – | – | 0.14% | 137 |
|
|
2022
Q4 | $954K | Buy |
34,148
+900
| +3% | +$25.2K | 0.15% | 134 |
|
|
2022
Q3 | $980K | Hold |
33,248
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $937K | Hold |
33,248
| – | – | 0.15% | 138 |
|
|
2022
Q1 | $1.04M | Buy |
33,248
+800
| +2% | +$24.9K | 0.14% | 138 |
|
|
2021
Q4 | $960K | Buy |
32,448
+13,723
| +73% | +$406K | 0.12% | 159 |
|
|
2021
Q3 | $561K | Buy |
+18,725
| New | +$561K | 0.08% | 205 |
|