Sheets Smith Wealth Management’s Option Care Health OPCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $631K | Sell |
30,102
-928
| -3% | -$21.6K | 0.06% | 271 |
|
|
2026
Q1 | $835K | Buy |
31,030
+4,863
| +19% | +$158K | 0.09% | 210 |
|
|
2025
Q4 | $834K | Buy |
26,167
+326
| +1% | +$9.57K | 0.09% | 202 |
|
|
2025
Q3 | $717K | Buy |
25,841
+903
| +4% | +$26.1K | 0.08% | 232 |
|
|
2025
Q2 | $810K | Buy |
24,938
+457
| +2% | +$14.8K | 0.09% | 201 |
|
|
2025
Q1 | $856K | Buy |
24,481
+625
| +3% | +$19.6K | 0.11% | 177 |
|
|
2024
Q4 | $553K | Buy |
23,856
+550
| +2% | +$13.9K | 0.07% | 248 |
|
|
2024
Q3 | $729K | Sell |
23,306
-1,554
| -6% | -$47.7K | 0.09% | 191 |
|
|
2024
Q2 | $689K | Sell |
24,860
-1,000
| -4% | -$29.8K | 0.08% | 197 |
|
|
2024
Q1 | $867K | Sell |
25,860
-7,862
| -23% | -$254K | 0.1% | 173 |
|
|
2023
Q4 | $1.14M | Buy |
33,722
+1,180
| +4% | +$36.3K | 0.16% | 128 |
|
|
2023
Q3 | $1.05M | Buy |
32,542
+510
| +2% | +$17.2K | 0.16% | 132 |
|
|
2023
Q2 | $1.04M | Buy |
+32,032
| New | +$966K | 0.15% | 133 |
|
|
2020
Q1 | – | Sell |
-37,563
| Closed | -$560K | – | 309 |
|
|
2019
Q4 | $560K | Sell |
37,563
-1,175
| -3% | -$15.9K | 0.11% | 193 |
|
|
2019
Q3 | $496K | Sell |
38,738
-2,774
| -7% | -$34.1K | 0.1% | 196 |
|
|
2019
Q2 | $432K | Sell |
41,512
-1,217
| -3% | -$9.96K | 0.09% | 227 |
|
|
2019
Q1 | $342K | Sell |
42,729
-180
| -0.4% | -$2.37K | 0.07% | 255 |
|
|
2018
Q4 | $613K | Sell |
42,909
-887
| -2% | -$11.7K | 0.17% | 141 |
|
|
2018
Q3 | $543K | Buy |
43,796
+355
| +0.8% | +$4.16K | 0.11% | 204 |
|
|
2018
Q2 | $509K | Buy |
43,441
+796
| +2% | +$8.34K | 0.12% | 184 |
|
|
2018
Q1 | $420K | Buy |
42,645
+1,423
| +3% | +$16.5K | 0.1% | 207 |
|
|
2017
Q4 | $480K | Hold |
41,222
| – | – | 0.11% | 196 |
|
|
2017
Q3 | $453K | Buy |
41,222
+9,890
| +32% | +$112K | 0.11% | 194 |
|
|
2017
Q2 | $340K | Buy |
31,332
+3,705
| +13% | +$28.2K | 0.09% | 211 |
|
|
2017
Q1 | $188K | Buy |
27,627
+6,999
| +34% | +$46.3K | 0.05% | 279 |
|
|
2016
Q4 | $86K | Buy |
20,628
+5,216
| +34% | +$40K | 0.02% | 274 |
|
|
2016
Q3 | $178K | Sell |
15,412
-263
| -2% | -$2.84K | 0.05% | 253 |
|
|
2016
Q2 | $160K | Hold |
15,675
| – | – | 0.05% | 248 |
|
|
2016
Q1 | $134K | Buy |
15,675
+2,875
| +22% | +$21.5K | 0.04% | 230 |
|
|
2015
Q4 | $90K | Sell |
12,800
-4,725
| -27% | -$37.8K | 0.03% | 229 |
|
|
2015
Q3 | $131K | Sell |
17,525
-875
| -5% | -$8.84K | 0.04% | 204 |
|
|
2015
Q2 | $267K | Buy |
18,400
+8,556
| +87% | +$145K | 0.07% | 206 |
|
|
2015
Q1 | $174K | Buy |
9,844
+2,625
| +36% | +$57.3K | 0.05% | 229 |
|
|
2014
Q4 | $202K | Hold |
7,219
| – | – | 0.05% | 233 |
|
|
2014
Q3 | $200K | Buy |
7,219
+157
| +2% | +$4.87K | 0.05% | 229 |
|
|
2014
Q2 | $236K | Buy |
7,062
+487
| +7% | +$14.6K | 0.06% | 225 |
|
|
2014
Q1 | $184K | Buy |
6,575
+1,250
| +23% | +$38.6K | 0.05% | 234 |
|
|
2013
Q4 | $158K | Buy |
+5,325
| New | +$151K | 0.04% | 252 |
|
|
2013
Q3 | – | Sell |
-7,265
| Closed | -$480K | – | 249 |
|
|
2013
Q2 | $480K | Buy |
+7,265
| New | +$408K | 0.16% | 169 |
|
Other funds holding OPCH
RP
WCM
YIH
CPBTD
WPC
HIA
GI