Bragg Financial Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.9M | Buy |
257,398
+653
| +0.3% | +$102K | 1.2% | 13 |
|
|
2025
Q4 | $32.3M | Buy |
256,745
+733
| +0.3% | +$94.3K | 1.05% | 20 |
|
|
2025
Q3 | $33.2M | Buy |
256,012
+901
| +0.4% | +$120K | 1.1% | 17 |
|
|
2025
Q2 | $29M | Buy |
255,111
+21,435
| +9% | +$2.08M | 1.03% | 22 |
|
|
2025
Q1 | $22M | Buy |
233,676
+3,540
| +2% | +$354K | 0.9% | 36 |
|
|
2024
Q4 | $21.9M | Buy |
230,136
+20,828
| +10% | +$2.18M | 0.89% | 31 |
|
|
2024
Q3 | $21M | Buy |
209,308
+221
| +0.1% | +$23K | 0.86% | 34 |
|
|
2024
Q2 | $22.6M | Buy |
209,087
+478
| +0.2% | +$55.3K | 1.01% | 23 |
|
|
2024
Q1 | $26M | Buy |
208,609
+290
| +0.1% | +$32.3K | 1.17% | 14 |
|
|
2023
Q4 | $22.6M | Buy |
208,319
+1,269
| +0.6% | +$123K | 1.07% | 17 |
|
|
2023
Q3 | $19.8M | Buy |
207,050
+51,265
| +33% | +$4.97M | 1.04% | 17 |
|
|
2023
Q2 | $13.5M | Buy |
155,785
+1,299
| +0.8% | +$102K | 0.74% | 45 |
|
|
2023
Q1 | $12.9M | Buy |
154,486
+237
| +0.2% | +$21.5K | 0.76% | 47 |
|
|
2022
Q4 | $13.6M | Buy |
154,249
+9,851
| +7% | +$845K | 0.83% | 38 |
|
|
2022
Q3 | $10.2M | Sell |
144,398
-88
| -0.1% | -$7.16K | 0.7% | 54 |
|
|
2022
Q2 | $11.9M | Buy |
144,486
+28,368
| +24% | +$2.6M | 0.79% | 45 |
|
|
2022
Q1 | $11.7M | Buy |
116,118
+18,338
| +19% | +$2.06M | 0.68% | 57 |
|
|
2021
Q4 | $10M | Hold |
97,780
| – | – | 0.64% | 65 |
|
|
2021
Q3 | $10M | Buy |
97,780
+4
| +0% | +$460 | 0.64% | 65 |
|
|
2021
Q2 | $12.2M | Sell |
97,776
-220
| -0.2% | -$27.8K | 0.78% | 49 |
|
|
2021
Q1 | $11.6M | Buy |
97,996
+43,453
| +80% | +$4.5M | 0.78% | 49 |
|
|
2020
Q4 | $4.7M | Buy |
54,543
+25
| +0% | +$1.99K | 0.41% | 83 |
|
|
2020
Q3 | $4.01M | Buy |
54,518
+748
| +1% | +$57.6K | 0.41% | 81 |
|
|
2020
Q2 | $3.85M | Buy |
53,770
+1,440
| +3% | +$98.3K | 0.43% | 82 |
|
|
2020
Q1 | $3.37M | Sell |
52,330
-219
| -0.4% | -$17.2K | 0.45% | 73 |
|
|
2019
Q4 | $4.97M | Hold |
52,549
| – | – | 0.56% | 64 |
|
|
2019
Q3 | $3.98M | Sell |
52,549
-91
| -0.2% | -$6.96K | 0.48% | 72 |
|
|
2019
Q2 | $4.39M | Buy |
52,640
+77
| +0.1% | +$6.06K | 0.54% | 61 |
|
|
2019
Q1 | $3.95M | Hold |
52,563
| – | – | 0.51% | 66 |
|
|
2018
Q4 | $3.22M | Sell |
52,563
-130
| -0.2% | -$8.33K | 0.48% | 69 |
|
|
2018
Q3 | $3.75M | Buy |
52,693
+70
| +0.1% | +$5.04K | 0.5% | 70 |
|
|
2018
Q2 | $3.7M | Sell |
52,623
-450
| -0.8% | -$33.6K | 0.53% | 66 |
|
|
2018
Q1 | $4.1M | Sell |
53,073
-550
| -1% | -$46.9K | 0.6% | 58 |
|
|
2017
Q4 | $4.87M | Sell |
53,623
-100
| -0.2% | -$8.76K | 0.7% | 51 |
|
|
2017
Q3 | $4.43M | Hold |
53,723
| – | – | 0.68% | 53 |
|
|
2017
Q2 | $3.7M | Buy |
53,723
+426
| +0.8% | +$28.7K | 0.58% | 65 |
|
|
2017
Q1 | $3.66M | Sell |
53,297
-14,865
| -22% | -$1.02M | 0.59% | 65 |
|
|
2016
Q4 | $4.4M | Hold |
68,162
| – | – | 0.73% | 48 |
|
|
2016
Q3 | $3.82M | Sell |
68,162
-9,450
| -12% | -$497K | 0.68% | 52 |
|
|
2016
Q2 | $3.7M | Buy |
77,612
+5,450
| +8% | +$242K | 0.67% | 52 |
|
|
2016
Q1 | $2.95M | Buy |
72,162
+9,850
| +16% | +$348K | 0.57% | 67 |
|
|
2015
Q4 | $2.43M | Buy |
62,312
+14,316
| +30% | +$583K | 0.52% | 75 |
|
|
2015
Q3 | $1.74M | Sell |
47,996
-1,466
| -3% | -$57.2K | 0.42% | 91 |
|
|
2015
Q2 | $2.1M | Hold |
49,462
| – | – | 0.48% | 84 |
|
|
2015
Q1 | $2.41M | Buy |
49,462
+1,350
| +3% | +$61.7K | 0.56% | 69 |
|
|
2014
Q4 | $2.34M | Sell |
48,112
-510
| -1% | -$23.2K | 0.57% | 70 |
|
|
2014
Q3 | $2.15M | Sell |
48,622
-840
| -2% | -$41.8K | 0.54% | 72 |
|
|
2014
Q2 | $2.75M | Buy |
49,462
+116
| +0.2% | +$6.41K | 0.66% | 52 |
|
|
2014
Q1 | $2.9M | Sell |
49,346
-155
| -0.3% | -$8.5K | 0.71% | 50 |
|
|
2013
Q4 | $2.49M | Sell |
49,501
-150
| -0.3% | -$7.48K | 0.6% | 61 |
|
|
2013
Q3 | $2.43M | Sell |
49,651
-9,420
| -16% | -$419K | 0.63% | 55 |
|
|
2013
Q2 | $2.24M | Buy |
+59,071
| New | +$2.27M | 0.61% | 59 |
|
Other funds holding OSK
VPM
VCM
GA
