Caldwell Trust’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Hold |
334
|
|
||||
|
2025
Q1 | $31.4K | Hold |
334
|
|
||||
|
2024
Q4 | $31.8K | Hold |
334
|
|
||||
|
2024
Q3 | $33.5K | Hold |
334
|
|
||||
|
2024
Q2 | $36.1K | Hold |
334
|
|
||||
|
2024
Q1 | $41.7K | Hold |
334
|
|
||||
|
2023
Q4 | $36.2K | Hold |
334
|
|
||||
|
2023
Q3 | $31.9K | Hold |
334
|
|
||||
|
2023
Q2 | $28.9K | Hold |
334
|
|
||||
|
2023
Q1 | $27.8K | Hold |
334
|
|
||||
|
2022
Q4 | $29.5K | Sell |
334
-300
|
|
||||
|
2022
Q3 | $44.6K | Hold |
634
|
|
||||
|
2022
Q2 | $52.1K | Hold |
634
|
|
||||
|
2022
Q1 | $63.8K | Hold |
634
|
|
||||
|
2021
Q4 | $71.5K | Hold |
634
|
|
||||
|
2021
Q3 | $64.9K | Hold |
634
|
|
||||
|
2021
Q2 | $79K | Hold |
634
|
|
||||
|
2021
Q1 | $75.2K | Hold |
634
|
|
||||
|
2020
Q4 | $54.6K | Hold |
634
|
|
||||
|
2020
Q3 | $46.6K | Buy |
634
+300
|
|
||||
|
2020
Q2 | $23.9K | Hold |
334
|
|
||||
|
2020
Q1 | $21.5K | Hold |
334
|
|
||||
|
2019
Q4 | $31.6K | Buy |
+334
|
|