Carson Wealth (CWM LLC)’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
38,710
+8,733
| +29% | +$992K | 0.02% | 629 |
|
|
2025
Q1 | $2.82M | Buy |
29,977
+27,065
| +929% | +$2.55M | 0.01% | 717 |
|
|
2024
Q4 | $277K | Sell |
2,912
-844
| -22% | -$80.3K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $376K | Sell |
3,756
-1,888
| -33% | -$189K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $611K | Buy |
5,644
+1,500
| +36% | +$162K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $517K | Buy |
4,144
+1,454
| +54% | +$181K | ﹤0.01% | 1124 |
|
|
2023
Q4 | $292K | Buy |
2,690
+404
| +18% | +$43.9K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $218K | Buy |
2,286
+362
| +19% | +$34.5K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $167K | Sell |
1,924
-82
| -4% | -$7.12K | ﹤0.01% | 1323 |
|
|
2023
Q1 | $167K | Buy |
2,006
+118
| +6% | +$9.82K | ﹤0.01% | 1268 |
|
|
2022
Q4 | $167K | Sell |
1,888
-65
| -3% | -$5.75K | ﹤0.01% | 1166 |
|
|
2022
Q3 | $137K | Buy |
1,953
+105
| +6% | +$7.37K | ﹤0.01% | 1202 |
|
|
2022
Q2 | $152K | Buy |
1,848
+25
| +1% | +$2.06K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $183K | Sell |
1,823
-126
| -6% | -$12.6K | ﹤0.01% | 1068 |
|
|
2021
Q4 | $220K | Buy |
+1,949
| New | +$220K | ﹤0.01% | 984 |
|
|
2021
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2021
Q1 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2020
Q1 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2019
Q4 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2019
Q3 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 851 |
|
|
2019
Q1 | $230K | Buy |
1,848
+583
| +46% | +$72.6K | ﹤0.01% | 851 |
|
|
2018
Q4 | $78K | Buy |
1,265
+645
| +104% | +$39.8K | ﹤0.01% | 769 |
|
|
2018
Q3 | $44K | Buy |
620
+267
| +76% | +$18.9K | ﹤0.01% | 775 |
|
|
2018
Q2 | $25K | Buy |
353
+100
| +40% | +$7.08K | ﹤0.01% | 792 |
|
|
2018
Q1 | $20K | Sell |
253
-48
| -16% | -$3.79K | ﹤0.01% | 712 |
|
|
2017
Q4 | $27K | Sell |
301
-41
| -12% | -$3.68K | ﹤0.01% | 647 |
|
|
2017
Q3 | $28K | Buy |
342
+41
| +14% | +$3.36K | ﹤0.01% | 639 |
|
|
2017
Q2 | $21K | Buy |
301
+26
| +9% | +$1.81K | ﹤0.01% | 622 |
|
|
2017
Q1 | $19K | Sell |
275
-1,370
| -83% | -$94.7K | ﹤0.01% | 611 |
|
|
2016
Q4 | $106K | Sell |
1,645
-79,015
| -98% | -$5.09M | 0.01% | 340 |
|
|
2016
Q3 | $4.52M | Sell |
80,660
-8,423
| -9% | -$472K | 0.31% | 93 |
|
|
2016
Q2 | $4.25M | Sell |
89,083
-4,728
| -5% | -$226K | 0.31% | 99 |
|
|
2016
Q1 | $3.83M | Sell |
93,811
-3,560
| -4% | -$145K | 0.34% | 97 |
|
|
2015
Q4 | $3.8M | Buy |
97,371
+291
| +0.3% | +$11.4K | 0.37% | 91 |
|
|
2015
Q3 | $3.53M | Buy |
97,080
+5,282
| +6% | +$192K | 0.36% | 96 |
|
|
2015
Q2 | $3.89M | Buy |
91,798
+8,022
| +10% | +$340K | 0.37% | 99 |
|
|
2015
Q1 | $4.09M | Buy |
83,776
+6,829
| +9% | +$333K | 0.41% | 95 |
|
|
2014
Q4 | $3.74M | Sell |
76,947
-82,001
| -52% | -$3.99M | 0.45% | 85 |
|
|
2014
Q3 | $7.02M | Buy |
158,948
+19,006
| +14% | +$839K | 1.02% | 31 |
|
|
2014
Q2 | $7.77M | Buy |
139,942
+27,821
| +25% | +$1.54M | 1.39% | 20 |
|
|
2014
Q1 | $6.6M | Buy |
112,121
+21,551
| +24% | +$1.27M | 0.9% | 35 |
|
|
2013
Q4 | $4.57M | Buy |
90,570
+69,958
| +339% | +$3.53M | 0.71% | 38 |
|
|
2013
Q3 | $1.01M | Buy |
+20,612
| New | +$1.01M | 0.27% | 51 |
|