WMG Financial Advisors’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	–	Sell	-5,962	Closed	-$227K	–	193
2025 Q1	$227K	Sell	5,962 -2,167	-27%	-$82.5K	0.1%	152
2024 Q4	$308K	Sell	8,129 -815	-9%	-$30.8K	0.13%	109
2024 Q3	$364K	Sell	8,944 -222	-2%	-$9.04K	0.16%	88
2024 Q2	$314K	Buy	+9,166	New	+$314K	0.17%	91