AWM
OSH
Axxcess Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-91,300
| Closed | -$3.53M | – | 695 |
|
2023
Q1 | $3.53M | Buy |
91,300
+300
| +0.3% | +$11.6K | 0.27% | 80 |
|
2022
Q4 | $1.96M | Hold |
91,000
| – | – | 0.16% | 131 |
|
2022
Q3 | $2.23M | Hold |
91,000
| – | – | 0.21% | 95 |
|
2022
Q2 | $1.5M | Hold |
91,000
| – | – | 0.14% | 141 |
|
2022
Q1 | $2.45M | Buy |
91,000
+5,000
| +6% | +$134K | 0.19% | 100 |
|
2021
Q4 | $2.85M | Buy |
+86,000
| New | +$2.85M | 0.21% | 88 |
|