CWS
Confluence Wealth Services’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+2,320
| New | +$263K | 0.01% | 323 |
|
|
2025
Q1 | – | Sell |
-2,320
| Closed | -$223K | – | 352 |
|
|
2024
Q4 | $223K | Hold |
2,320
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $232K | Sell |
2,320
-123
| -5% | -$12.3K | 0.02% | 315 |
|
|
2024
Q2 | $264K | Buy |
2,443
+20
| +0.8% | +$2.16K | 0.02% | 325 |
|
|
2024
Q1 | $302K | Buy |
2,423
+300
| +14% | +$37.4K | 0.03% | 267 |
|
|
2023
Q4 | $230K | Sell |
2,123
-348
| -14% | -$37.7K | 0.03% | 272 |
|
|
2023
Q3 | $236K | Buy |
+2,471
| New | +$236K | 0.05% | 236 |
|