Back to OOMA
True Wealth Design, LLC → OOMA
True Wealth Design, LLC OOMA Position History
Ooma, Inc.
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $948 |
| Q4 2025 | $329 |
| Q1 2026 | $1K |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 107 | — | — |
| Q2 2026 | $2K | 107 | — | — |
| Q1 2026 | $1K | 101 | — | — |
| Q4 2025 | $329 | 28 | — | — |
| Q3 2025 | $948 | 79 | — | — |
Other funds holding OOMA
$18.5M
$17.9M
$15.9M
$15.4M
$13.8M
$13.7M