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Waldron Private Wealth’s Owens & Minor OMI Stock Holding History

Waldron Private Wealth’s Portfolio OMI Stock Details OMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$170K Sell
18,684
-5,074
-21% -$46.2K 0.01% 292
2025
Q1 		$215K Sell
23,758
-7,292
-23% -$65.8K 0.01% 276
2024
Q4 		$406K Buy
+31,050
New +$406K 0.02% 283