Carson Wealth (CWM LLC)’s OSI Systems OSIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,974
-348
| -7% | -$78.2K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $1.03M | Sell |
5,322
-1,816
| -25% | -$353K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $1.2M | Sell |
7,138
-581
| -8% | -$97.3K | 0.01% | 993 |
|
|
2024
Q3 | $1.17M | Sell |
7,719
-359
| -4% | -$54.5K | 0.01% | 936 |
|
|
2024
Q2 | $1.11M | Sell |
8,078
-1,133
| -12% | -$156K | 0.01% | 837 |
|
|
2024
Q1 | $1.32M | Sell |
9,211
-1,106
| -11% | -$158K | 0.01% | 749 |
|
|
2023
Q4 | $1.33M | Sell |
10,317
-1,104
| -10% | -$142K | 0.01% | 693 |
|
|
2023
Q3 | $1.35M | Sell |
11,421
-1,748
| -13% | -$206K | 0.01% | 634 |
|
|
2023
Q2 | $1.55M | Sell |
13,169
-1,366
| -9% | -$161K | 0.01% | 580 |
|
|
2023
Q1 | $1.49M | Sell |
14,535
-90
| -0.6% | -$9.21K | 0.01% | 541 |
|
|
2022
Q4 | $1.16M | Buy |
14,625
+181
| +1% | +$14.4K | 0.01% | 570 |
|
|
2022
Q3 | $1.04M | Sell |
14,444
-505
| -3% | -$36.4K | 0.01% | 549 |
|
|
2022
Q2 | $1.28M | Sell |
14,949
-588
| -4% | -$50.2K | 0.01% | 504 |
|
|
2022
Q1 | $1.32M | Sell |
15,537
-2,197
| -12% | -$187K | 0.01% | 494 |
|
|
2021
Q4 | $1.65M | Buy |
+17,734
| New | +$1.65M | 0.01% | 474 |
|
|
2021
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2021
Q1 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2020
Q4 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2020
Q3 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2020
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2020
Q1 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2019
Q4 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2019
Q3 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2019
Q2 | $1.98M | Hold |
19,483
| – | – | 0.02% | 425 |
|
|
2019
Q1 | $1.98M | Buy |
19,483
+15,733
| +420% | +$1.6M | 0.02% | 425 |
|
|
2018
Q4 | $275K | Hold |
3,750
| – | – | 0.01% | 538 |
|
|
2018
Q3 | $286K | Hold |
3,750
| – | – | 0.01% | 449 |
|
|
2018
Q2 | $290K | Hold |
3,750
| – | – | 0.01% | 379 |
|
|
2018
Q1 | $245K | Sell |
3,750
-41
| -1% | -$2.68K | 0.01% | 343 |
|
|
2017
Q4 | $244K | Buy |
3,791
+1
| +0% | +$64 | 0.01% | 325 |
|
|
2017
Q3 | $346K | Sell |
3,790
-2
| -0.1% | -$183 | 0.02% | 283 |
|
|
2017
Q2 | $285K | Buy |
3,792
+9
| +0.2% | +$676 | 0.01% | 284 |
|
|
2017
Q1 | $276K | Buy |
+3,783
| New | +$276K | 0.02% | 268 |
|