Sutton Wealth Advisors’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,105
| Closed | -$41.1K | – | 1325 |
|
|
2022
Q4 | $41.1K | Buy |
2,105
+19
| +0.9% | +$371 | 0.02% | 446 |
|
|
2022
Q3 | $50.3K | Sell |
2,086
-16
| -0.8% | -$386 | 0.02% | 377 |
|
|
2022
Q2 | $66.1K | Buy |
2,102
+9
| +0.4% | +$283 | 0.03% | 315 |
|
|
2022
Q1 | $92.1K | Sell |
2,093
-10
| -0.5% | -$440 | 0.03% | 264 |
|
|
2021
Q4 | $91.5K | Buy |
2,103
+17
| +0.8% | +$740 | 0.03% | 279 |
|
|
2021
Q3 | $65.3K | Sell |
2,086
-19
| -0.9% | -$595 | 0.02% | 332 |
|
|
2021
Q2 | $89.1K | Sell |
2,105
-149
| -7% | -$6.31K | 0.03% | 269 |
|
|
2021
Q1 | $84.7K | Hold |
2,254
| – | – | 0.03% | 265 |
|
|
2020
Q4 | $61K | Sell |
2,254
-2
| -0.1% | -$54 | 0.03% | 308 |
|
|
2020
Q3 | $56.6K | Hold |
2,256
| – | – | 0.03% | 282 |
|
|
2020
Q2 | $17.2K | Hold |
2,256
| – | – | 0.01% | 582 |
|
|
2020
Q1 | $20.6K | Hold |
2,256
| – | – | 0.01% | 471 |
|
|
2019
Q4 | $11.7K | Hold |
2,256
| – | – | 0.01% | 773 |
|
|
2019
Q3 | $13.1K | Buy |
+2,256
| New | +$13.1K | 0.01% | 714 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1207 |
|
|
2019
Q1 | – | Sell |
-1,062
| Closed | -$6.72K | – | 1214 |
|
|
2018
Q4 | $6.72K | Sell |
1,062
-148
| -12% | -$937 | ﹤0.01% | 830 |
|
|
2018
Q3 | $20K | Hold |
1,210
| – | – | 0.01% | 584 |
|
|
2018
Q2 | $20.2K | Hold |
1,210
| – | – | 0.01% | 586 |
|
|
2018
Q1 | $18.8K | Buy |
+1,210
| New | +$18.8K | 0.01% | 594 |
|