Western 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
Q2
$644K Hold
17,579
0.04% 355
2025
Q1
$669K Sell
17,579
-275
-2% -$10.5K 0.04% 319
2024
Q4
$676K Sell
17,854
-85
-0.5% -$3.22K 0.04% 303
2024
Q3
$730K Hold
17,939
0.04% 359
2024
Q2
$614K Sell
17,939
-417
-2% -$14.3K 0.05% 315
2024
Q1
$581K Buy
18,356
+9
+0% +$285 0.05% 333
2023
Q4
$563K Buy
18,347
+9
+0% +$276 0.04% 378
2023
Q3
$608K Buy
18,338
+8
+0% +$265 0.05% 341
2023
Q2
$563K Sell
18,330
-98
-0.5% -$3.01K 0.05% 352
2023
Q1
$505K Buy
18,428
+3,609
+24% +$98.9K 0.05% 366
2022
Q4
$414K Sell
14,819
-15,191
-51% -$425K 0.04% 377
2022
Q3
$887K Buy
30,010
+89
+0.3% +$2.63K 0.05% 332
2022
Q2
$842K Buy
29,921
+305
+1% +$8.58K 0.05% 342
2022
Q1
$922K Buy
29,616
+16,259
+122% +$506K 0.04% 350
2021
Q4
$395K Buy
+13,357
New +$395K 0.04% 383
2021
Q2
$682K Buy
18,774
+628
+3% +$22.8K 0.07% 286
2021
Q1
$665K Buy
18,146
+932
+5% +$34.2K 0.09% 224
2020
Q4
$625K Buy
17,214
+101
+0.6% +$3.67K 0.09% 218
2020
Q3
$512K Sell
17,113
-265
-2% -$7.93K 0.08% 233
2020
Q2
$517K Buy
17,378
+27
+0.2% +$803 0.09% 218
2020
Q1
$461K Sell
17,351
-57,884
-77% -$1.54M 0.11% 194
2019
Q4
$3.19M Buy
75,235
+58,329
+345% +$2.47M 0.48% 42
2019
Q3
$707K Sell
16,906
-111,173
-87% -$4.65M 0.15% 161
2019
Q2
$4.71M Buy
128,079
+112,836
+740% +$4.15M 0.62% 39
2019
Q1
$579K Buy
15,243
+8,503
+126% +$323K 0.13% 184
2018
Q4
$242K Buy
+6,740
New +$242K 0.07% 288