Coldstream Capital Management’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 | $2.3M | Buy |
15,624
+550
| +4% | +$85.7K | 0.03% | 262 |
|
|
2025
Q4 | $1.89M | Sell |
15,074
-1,217
| -7% | -$157K | 0.02% | 301 |
|
|
2025
Q3 | $2.11M | Buy |
16,291
+12,611
| +343% | +$1.67M | 0.03% | 292 |
|
|
2025
Q2 | $418K | Sell |
3,680
-88
| -2% | -$8.55K | 0.01% | 736 |
|
|
2025
Q1 | $354K | Buy |
3,768
+198
| +6% | +$19.8K | 0.01% | 755 |
|
|
2024
Q4 | $339K | Sell |
3,570
-83
| -2% | -$8.69K | 0.01% | 768 |
|
|
2024
Q3 | $366K | Buy |
3,653
+35
| +1% | +$3.65K | 0.01% | 736 |
|
|
2024
Q2 | $391K | Sell |
3,618
-2
| -0.1% | -$231 | 0.01% | 654 |
|
|
2024
Q1 | $451K | Sell |
3,620
-77
| -2% | -$8.58K | 0.01% | 595 |
|
|
2023
Q4 | $401K | Buy |
3,697
+581
| +19% | +$56.2K | 0.01% | 593 |
|
|
2023
Q3 | $297K | Sell |
3,116
-7
| -0.2% | -$679 | 0.01% | 600 |
|
|
2023
Q2 | $270K | Buy |
3,123
+140
| +5% | +$11K | 0.01% | 662 |
|
|
2023
Q1 | $248K | Sell |
2,983
-166
| -5% | -$15.1K | 0.01% | 687 |
|
|
2022
Q4 | $278K | Buy |
+3,149
| New | +$270K | 0.01% | 636 |
|
|
2022
Q2 | $275K | Buy |
3,344
+102
| +3% | +$9.36K | 0.01% | 597 |
|
|
2022
Q1 | $326K | Sell |
3,242
-205
| -6% | -$23K | 0.01% | 541 |
|
|
2021
Q4 | $389K | Buy |
+3,447
| New | +$377K | 0.01% | 517 |
|
|
2021
Q3 | – | Sell |
-1,895
| Closed | -$236K | – | 506 |
|
|
2021
Q2 | $236K | Buy |
1,895
+7
| +0.4% | +$885 | 0.01% | 463 |
|
|
2021
Q1 | $224K | Buy |
+1,888
| New | +$196K | 0.01% | 398 |
|
|
2020
Q2 | – | Sell |
-11,969
| Closed | -$770K | – | 325 |
|
|
2020
Q1 | $770K | Sell |
11,969
-508
| -4% | -$39.8K | 0.08% | 127 |
|
|
2019
Q4 | $1.18M | Sell |
12,477
-342
| -3% | -$29.5K | 0.1% | 111 |
|
|
2019
Q3 | $972K | Buy |
12,819
+430
| +3% | +$32.9K | 0.08% | 147 |
|
|
2019
Q2 | $1.03M | Buy |
+12,389
| New | +$975K | 0.09% | 134 |
|
Other funds holding OSK
VPM
VCM
GA
