Creative Planning’s OSI Systems OSIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
7,332
+1,941
| +36% | +$436K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $1.05M | Buy |
5,391
+2,546
| +89% | +$495K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $476K | Buy |
2,845
+240
| +9% | +$40.2K | ﹤0.01% | 2261 |
|
|
2024
Q3 | $396K | Buy |
2,605
+926
| +55% | +$141K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $231K | Buy |
1,679
+85
| +5% | +$11.7K | ﹤0.01% | 2561 |
|
|
2024
Q1 | $228K | Buy |
+1,594
| New | +$228K | ﹤0.01% | 2469 |
|
|
2017
Q3 | – | Sell |
-38
| Closed | -$3K | – | 3061 |
|
|
2017
Q2 | $3K | Sell |
38
-77
| -67% | -$6.08K | ﹤0.01% | 4115 |
|
|
2017
Q1 | $8K | Buy |
115
+79
| +219% | +$5.5K | ﹤0.01% | 3681 |
|
|
2016
Q4 | $3K | Buy |
36
+8
| +29% | +$667 | ﹤0.01% | 4062 |
|
|
2016
Q3 | $2K | Sell |
28
-14
| -33% | -$1K | ﹤0.01% | 4111 |
|
|
2016
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 3930 |
|
|
2016
Q1 | $3K | Sell |
42
-200
| -83% | -$14.3K | ﹤0.01% | 3758 |
|
|
2015
Q4 | $21K | Buy |
242
+14
| +6% | +$1.22K | ﹤0.01% | 2780 |
|
|
2015
Q3 | $18K | Buy |
+228
| New | +$18K | ﹤0.01% | 2788 |
|
|
2015
Q2 | – | Sell |
-228
| Closed | -$17K | – | 2303 |
|
|
2015
Q1 | $17K | Hold |
228
| – | – | ﹤0.01% | 2818 |
|
|
2014
Q4 | $16K | Buy |
228
+200
| +714% | +$14K | ﹤0.01% | 2782 |
|
|
2014
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 3580 |
|
|
2014
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 3416 |
|
|
2014
Q1 | $2K | Sell |
28
-25
| -47% | -$1.79K | ﹤0.01% | 3288 |
|
|
2013
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 3007 |
|
|
2013
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 2804 |
|
|
2013
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 2720 |
|