AE Wealth Management’s Oshkosh OSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Sell |
2,461
-275
| -10% | -$31.2K | ﹤0.01% | 1144 |
|
2025
Q1 | $257K | Sell |
2,736
-1,237
| -31% | -$116K | ﹤0.01% | 1156 |
|
2024
Q4 | $378K | Buy |
3,973
+1,797
| +83% | +$171K | ﹤0.01% | 1001 |
|
2024
Q3 | $218K | Buy |
2,176
+313
| +17% | +$31.4K | ﹤0.01% | 1142 |
|
2024
Q2 | $202K | Buy |
1,863
+127
| +7% | +$13.8K | ﹤0.01% | 1166 |
|
2024
Q1 | $216K | Sell |
1,736
-1,394
| -45% | -$174K | ﹤0.01% | 1065 |
|
2023
Q4 | $346K | Sell |
3,130
-3,439
| -52% | -$380K | ﹤0.01% | 1633 |
|
2023
Q3 | $627K | Sell |
6,569
-1,271
| -16% | -$121K | ﹤0.01% | 1274 |
|
2023
Q2 | $679K | Buy |
+7,840
| New | +$679K | ﹤0.01% | 1245 |
|
2021
Q3 | – | Sell |
-6,960
| Closed | -$867K | – | 1665 |
|
2021
Q2 | $867K | Buy |
+6,960
| New | +$867K | 0.01% | 890 |
|
2020
Q1 | – | Sell |
-2,144
| Closed | -$203K | – | 1225 |
|
2019
Q4 | $203K | Buy |
+2,144
| New | +$203K | ﹤0.01% | 1054 |
|