Baker Tilly Wealth Management’s One Stop Systems OSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Hold |
20,000
| – | – | 0.03% | 234 |
|
|
2025
Q1 | $46.4K | Hold |
20,000
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $67K | Hold |
20,000
| – | – | 0.03% | 237 |
|
|
2024
Q3 | $47.8K | Hold |
20,000
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $48.2K | Hold |
20,000
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $65.2K | Hold |
20,000
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $42K | Hold |
20,000
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $37K | Buy |
+20,000
| New | +$37K | 0.01% | 452 |
|