Venturi 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
Q1
Sell
-1,960
Closed -$74.2K 1426
2024
Q4
$74.2K Buy
1,960
+701
+56% +$26.5K ﹤0.01% 885
2024
Q3
$51.2K Buy
1,259
+286
+29% +$11.6K ﹤0.01% 756
2024
Q2
$33.3K Buy
973
+731
+302% +$25K ﹤0.01% 791
2024
Q1
$7.67K Sell
242
-375
-61% -$11.9K ﹤0.01% 985
2023
Q4
$18.9K Buy
617
+254
+70% +$7.79K ﹤0.01% 713
2023
Q3
$12K Buy
+363
New +$12K ﹤0.01% 762