Congress Wealth Management’s Oshkosh OSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Buy	18,977 +12,980	+216%	+$1.47M	0.02%	540
2025 Q1	$564K	Sell	5,997 -184	-3%	-$17.3K	0.01%	778
2024 Q4	$588K	Buy	6,181 +555	+10%	+$52.8K	0.01%	603
2024 Q3	$564K	Buy	+5,626	New	+$564K	0.01%	621