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 |
|