AWMT
AAFMAA Wealth Management & Trust’s Oshkosh OSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,686
| Closed | -$1.4M | – | 61 |
|
2023
Q3 | $1.4M | Sell |
14,686
-767
| -5% | -$73.2K | 1.3% | 35 |
|
2023
Q2 | $1.34M | Buy |
15,453
+2,422
| +19% | +$210K | 1.11% | 36 |
|
2023
Q1 | $1.08M | Sell |
13,031
-5,412
| -29% | -$450K | 0.87% | 36 |
|
2022
Q4 | $1.63M | Sell |
18,443
-18,626
| -50% | -$1.64M | 1.47% | 31 |
|
2022
Q3 | $2.61M | Sell |
37,069
-2,592
| -7% | -$182K | 1.92% | 24 |
|
2022
Q2 | $3.26M | Sell |
39,661
-248
| -0.6% | -$20.4K | 2.2% | 21 |
|
2022
Q1 | $4.02M | Sell |
39,909
-38,597
| -49% | -$3.88M | 1.85% | 27 |
|
2021
Q4 | $8.85M | Buy |
78,506
+6,254
| +9% | +$705K | 3.85% | 4 |
|
2021
Q3 | $7.4M | Buy |
72,252
+1,826
| +3% | +$187K | 3.51% | 7 |
|
2021
Q2 | $8.78M | Sell |
70,426
-2,317
| -3% | -$289K | 4.03% | 2 |
|
2021
Q1 | $8.63M | Buy |
72,743
+31,016
| +74% | +$3.68M | 4.15% | 2 |
|
2020
Q4 | $3.59M | Buy |
+41,727
| New | +$3.59M | 1.74% | 27 |
|