Wells Fargo’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
14,114
-1,505
| -10% | -$19.4K | ﹤0.01% | 4434 |
|
|
2025
Q1 | $204K | Buy |
15,619
+324
| +2% | +$4.24K | ﹤0.01% | 4245 |
|
|
2024
Q4 | $215K | Buy |
15,295
+3,466
| +29% | +$48.7K | ﹤0.01% | 4273 |
|
|
2024
Q3 | $135K | Buy |
11,829
+380
| +3% | +$4.33K | ﹤0.01% | 4446 |
|
|
2024
Q2 | $114K | Buy |
11,449
+3,236
| +39% | +$32.1K | ﹤0.01% | 4499 |
|
|
2024
Q1 | $70.1K | Buy |
8,213
+967
| +13% | +$8.25K | ﹤0.01% | 4719 |
|
|
2023
Q4 | $77.8K | Buy |
7,246
+1,475
| +26% | +$15.8K | ﹤0.01% | 4648 |
|
|
2023
Q3 | $75.1K | Sell |
5,771
-5,182
| -47% | -$67.4K | ﹤0.01% | 4611 |
|
|
2023
Q2 | $164K | Buy |
10,953
+5,434
| +98% | +$81.3K | ﹤0.01% | 4457 |
|
|
2023
Q1 | $69K | Buy |
5,519
+4,519
| +452% | +$56.5K | ﹤0.01% | 4712 |
|
|
2022
Q4 | $13.6K | Sell |
1,000
-417
| -29% | -$5.68K | ﹤0.01% | 5102 |
|
|
2022
Q3 | $17K | Sell |
1,417
-224
| -14% | -$2.69K | ﹤0.01% | 5157 |
|
|
2022
Q2 | $20K | Sell |
1,641
-28,553
| -95% | -$348K | ﹤0.01% | 5161 |
|
|
2022
Q1 | $453K | Sell |
30,194
-10,537
| -26% | -$158K | ﹤0.01% | 4206 |
|
|
2021
Q4 | $832K | Sell |
40,731
-55,797
| -58% | -$1.14M | ﹤0.01% | 4007 |
|
|
2021
Q3 | $1.8M | Sell |
96,528
-50,499
| -34% | -$940K | ﹤0.01% | 3575 |
|
|
2021
Q2 | $2.77M | Sell |
147,027
-26,675
| -15% | -$503K | ﹤0.01% | 3243 |
|
|
2021
Q1 | $2.75M | Buy |
173,702
+629
| +0.4% | +$9.97K | ﹤0.01% | 3221 |
|
|
2020
Q4 | $2.49M | Buy |
173,073
+31,986
| +23% | +$461K | ﹤0.01% | 3292 |
|
|
2020
Q3 | $1.84M | Buy |
141,087
+19,523
| +16% | +$255K | ﹤0.01% | 3315 |
|
|
2020
Q2 | $2M | Buy |
121,564
+64,322
| +112% | +$1.06M | ﹤0.01% | 3214 |
|
|
2020
Q1 | $683K | Buy |
57,242
+8,017
| +16% | +$95.7K | ﹤0.01% | 3693 |
|
|
2019
Q4 | $651K | Buy |
49,225
+2,258
| +5% | +$29.9K | ﹤0.01% | 4074 |
|
|
2019
Q3 | $489K | Sell |
46,967
-5,863
| -11% | -$61K | ﹤0.01% | 4291 |
|
|
2019
Q2 | $553K | Buy |
52,830
+4,800
| +10% | +$50.2K | ﹤0.01% | 4204 |
|
|
2019
Q1 | $636K | Sell |
48,030
-765
| -2% | -$10.1K | ﹤0.01% | 4140 |
|
|
2018
Q4 | $677K | Buy |
48,795
+7,645
| +19% | +$106K | ﹤0.01% | 4035 |
|
|
2018
Q3 | $683K | Buy |
41,150
+5,952
| +17% | +$98.8K | ﹤0.01% | 4151 |
|
|
2018
Q2 | $498K | Buy |
35,198
+893
| +3% | +$12.6K | ﹤0.01% | 4352 |
|
|
2018
Q1 | $374K | Buy |
34,305
+2,417
| +8% | +$26.4K | ﹤0.01% | 4477 |
|
|
2017
Q4 | $380K | Buy |
31,888
+3,723
| +13% | +$44.4K | ﹤0.01% | 4456 |
|
|
2017
Q3 | $297K | Buy |
28,165
+27,737
| +6,481% | +$292K | ﹤0.01% | 4536 |
|
|
2017
Q2 | $3K | Buy |
428
+3
| +0.7% | +$21 | ﹤0.01% | 5626 |
|
|
2017
Q1 | $4K | Hold |
425
| – | – | ﹤0.01% | 5649 |
|
|
2016
Q4 | $4K | Sell |
425
-2,775
| -87% | -$26.1K | ﹤0.01% | 5620 |
|
|
2016
Q3 | $29K | Buy |
3,200
+1,200
| +60% | +$10.9K | ﹤0.01% | 5218 |
|
|
2016
Q2 | $16K | Buy |
+2,000
| New | +$16K | ﹤0.01% | 5274 |
|