Spire 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
$2.74M Sell
74,830
-3,438
-4% -$126K 0.1% 175
2025
Q1
$2.98M Sell
78,268
-1,107
-1% -$42.2K 0.1% 198
2024
Q4
$3M Sell
79,375
-657
-0.8% -$24.9K 0.09% 184
2024
Q3
$3.26M Buy
80,032
+418
+0.5% +$17K 0.11% 153
2024
Q2
$2.73M Buy
79,614
+2,082
+3% +$71.3K 0.1% 187
2024
Q1
$2.46M Sell
77,532
-492
-0.6% -$15.6K 0.04% 222
2023
Q4
$2.32M Sell
78,024
-5,143
-6% -$153K 0.08% 215
2023
Q3
$2.76M Buy
83,167
+856
+1% +$28.4K 0.11% 193
2023
Q2
$2.53M Buy
82,311
+1,408
+2% +$43.2K 0.09% 202
2023
Q1
$2.22M Buy
80,903
+15,393
+23% +$422K 0.09% 215
2022
Q4
$1.83M Sell
65,510
-5,623
-8% -$157K 0.1% 164
2022
Q3
$2.1M Buy
71,133
+25,579
+56% +$754K 0.13% 134
2022
Q2
$1.28M Buy
45,554
+5,774
+15% +$163K 0.05% 284
2022
Q1
$1.24M Buy
39,780
+5,449
+16% +$170K 0.03% 347
2021
Q4
$1.02M Buy
34,331
+3,638
+12% +$108K 0.02% 462
2021
Q3
$920K Buy
30,693
+229
+0.8% +$6.86K 0.02% 430
2021
Q2
$1.11M Sell
30,464
-2,389
-7% -$86.7K 0.03% 400
2021
Q1
$1.21M Buy
+32,853
New +$1.21M 0.03% 390