Carson Wealth (CWM LLC)’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 | $5.84M | Buy |
39,703
+2,258
| +6% | +$352K | 0.02% | 739 |
|
|
2025
Q4 | $4.7M | Buy |
37,445
+224
| +0.6% | +$28.8K | 0.01% | 806 |
|
|
2025
Q3 | $4.83M | Sell |
37,221
-1,489
| -4% | -$198K | 0.01% | 731 |
|
|
2025
Q2 | $4.39M | Buy |
38,710
+8,733
| +29% | +$848K | 0.02% | 629 |
|
|
2025
Q1 | $2.82M | Buy |
29,977
+27,065
| +929% | +$2.71M | 0.01% | 717 |
|
|
2024
Q4 | $277K | Sell |
2,912
-844
| -22% | -$88.4K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $376K | Sell |
3,756
-1,888
| -33% | -$197K | ﹤0.01% | 1437 |
|
|
2024
Q2 | $611K | Buy |
5,644
+1,500
| +36% | +$173K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $517K | Buy |
4,144
+1,454
| +54% | +$162K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $292K | Buy |
2,690
+404
| +18% | +$39.1K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $218K | Buy |
2,286
+362
| +19% | +$35.1K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $167K | Sell |
1,924
-82
| -4% | -$6.46K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $167K | Buy |
2,006
+118
| +6% | +$10.7K | ﹤0.01% | 1271 |
|
|
2022
Q4 | $167K | Sell |
1,888
-65
| -3% | -$5.58K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $137K | Buy |
1,953
+105
| +6% | +$8.54K | ﹤0.01% | 1204 |
|
|
2022
Q2 | $152K | Buy |
1,848
+25
| +1% | +$2.29K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $183K | Sell |
1,823
-126
| -6% | -$14.2K | ﹤0.01% | 1070 |
|
|
2021
Q4 | $220K | Buy |
+1,949
| New | +$213K | ﹤0.01% | 986 |
|
|
2021
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2020
Q4 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2020
Q3 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2020
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2020
Q1 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2019
Q4 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2019
Q2 | $230K | Hold |
1,848
| – | – | ﹤0.01% | 853 |
|
|
2019
Q1 | $230K | Buy |
1,848
+583
| +46% | +$43.1K | ﹤0.01% | 853 |
|
|
2018
Q4 | $78K | Buy |
1,265
+645
| +104% | +$41.3K | ﹤0.01% | 771 |
|
|
2018
Q3 | $44K | Buy |
620
+267
| +76% | +$19.2K | ﹤0.01% | 777 |
|
|
2018
Q2 | $25K | Buy |
353
+100
| +40% | +$7.47K | ﹤0.01% | 795 |
|
|
2018
Q1 | $20K | Sell |
253
-48
| -16% | -$4.09K | ﹤0.01% | 713 |
|
|
2017
Q4 | $27K | Sell |
301
-41
| -12% | -$3.59K | ﹤0.01% | 648 |
|
|
2017
Q3 | $28K | Buy |
342
+41
| +14% | +$3.01K | ﹤0.01% | 640 |
|
|
2017
Q2 | $21K | Buy |
301
+26
| +9% | +$1.75K | ﹤0.01% | 623 |
|
|
2017
Q1 | $19K | Sell |
275
-1,370
| -83% | -$94.2K | ﹤0.01% | 612 |
|
|
2016
Q4 | $106K | Sell |
1,645
-79,015
| -98% | -$4.89M | 0.01% | 341 |
|
|
2016
Q3 | $4.52M | Sell |
80,660
-8,423
| -9% | -$443K | 0.31% | 93 |
|
|
2016
Q2 | $4.25M | Sell |
89,083
-4,728
| -5% | -$210K | 0.31% | 100 |
|
|
2016
Q1 | $3.83M | Sell |
93,811
-3,560
| -4% | -$126K | 0.34% | 97 |
|
|
2015
Q4 | $3.8M | Buy |
97,371
+291
| +0.3% | +$11.8K | 0.37% | 92 |
|
|
2015
Q3 | $3.53M | Buy |
97,080
+5,282
| +6% | +$206K | 0.36% | 97 |
|
|
2015
Q2 | $3.89M | Buy |
91,798
+8,022
| +10% | +$402K | 0.38% | 100 |
|
|
2015
Q1 | $4.09M | Buy |
83,776
+6,829
| +9% | +$312K | 0.41% | 95 |
|
|
2014
Q4 | $3.74M | Sell |
76,947
-82,001
| -52% | -$3.73M | 0.46% | 86 |
|
|
2014
Q3 | $7.02M | Buy |
158,948
+19,006
| +14% | +$945K | 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% | +$1.18M | 0.93% | 36 |
|
|
2013
Q4 | $4.57M | Buy |
90,570
+69,958
| +339% | +$3.49M | 0.75% | 40 |
|
|
2013
Q3 | $1.01M | Buy |
+20,612
| New | +$917K | 0.27% | 51 |
|
Other funds holding OSK
VPM
VCM
GA
