Carolina Wealth Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,449
| Closed | -$230K | – | 301 |
|
|
2025
Q1 | $230K | Sell |
2,449
-3,613
| -60% | -$340K | 0.12% | 66 |
|
|
2024
Q4 | $576K | Buy |
6,062
+146
| +2% | +$13.9K | 0.31% | 40 |
|
|
2024
Q3 | $593K | Sell |
5,916
-548
| -8% | -$54.9K | 0.3% | 45 |
|
|
2024
Q2 | $699K | Buy |
6,464
+705
| +12% | +$76.3K | 0.34% | 42 |
|
|
2024
Q1 | $718K | Sell |
5,759
-5
| -0.1% | -$624 | 0.39% | 34 |
|
|
2023
Q4 | $625K | Sell |
5,764
-99
| -2% | -$10.7K | 0.32% | 44 |
|
|
2023
Q3 | $560K | Buy |
+5,863
| New | +$560K | 0.32% | 47 |
|