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 |
|