Creative Planning’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 | $3.26M | Buy |
22,153
+3,968
| +22% | +$618K | ﹤0.01% | 1514 |
|
|
2025
Q4 | $2.28M | Buy |
18,185
+1,840
| +11% | +$237K | ﹤0.01% | 1623 |
|
|
2025
Q3 | $2.12M | Buy |
16,345
+1,173
| +8% | +$156K | ﹤0.01% | 1494 |
|
|
2025
Q2 | $1.72M | Sell |
15,172
-1,963
| -11% | -$191K | ﹤0.01% | 1438 |
|
|
2025
Q1 | $1.61M | Buy |
17,135
+5,292
| +45% | +$530K | ﹤0.01% | 1351 |
|
|
2024
Q4 | $1.13M | Sell |
11,843
-405
| -3% | -$42.4K | ﹤0.01% | 1555 |
|
|
2024
Q3 | $1.23M | Sell |
12,248
-254
| -2% | -$26.5K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $1.35M | Sell |
12,502
-20
| -0.2% | -$2.31K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $1.56M | Buy |
12,522
+1,202
| +11% | +$134K | ﹤0.01% | 1079 |
|
|
2023
Q4 | $1.23M | Sell |
11,320
-11,024
| -49% | -$1.07M | ﹤0.01% | 1128 |
|
|
2023
Q3 | $2.13M | Buy |
22,344
+2,806
| +14% | +$272K | ﹤0.01% | 826 |
|
|
2023
Q2 | $1.69M | Buy |
19,538
+217
| +1% | +$17.1K | ﹤0.01% | 895 |
|
|
2023
Q1 | $1.61M | Sell |
19,321
-126,607
| -87% | -$11.5M | ﹤0.01% | 872 |
|
|
2022
Q4 | $12.9M | Sell |
145,928
-20,525
| -12% | -$1.76M | 0.02% | 283 |
|
|
2022
Q3 | $11.7M | Buy |
166,453
+9,927
| +6% | +$807K | 0.02% | 274 |
|
|
2022
Q2 | $12.9M | Buy |
156,526
+1,790
| +1% | +$164K | 0.02% | 276 |
|
|
2022
Q1 | $15.6M | Buy |
154,736
+149,295
| +2,744% | +$16.8M | 0.02% | 247 |
|
|
2021
Q4 | $613K | Buy |
5,441
+44
| +0.8% | +$4.81K | ﹤0.01% | 1197 |
|
|
2021
Q3 | $552K | Buy |
5,397
+16
| +0.3% | +$1.84K | ﹤0.01% | 1233 |
|
|
2021
Q2 | $671K | Sell |
5,381
-7,560
| -58% | -$956K | ﹤0.01% | 1114 |
|
|
2021
Q1 | $1.54M | Buy |
12,941
+1,515
| +13% | +$157K | ﹤0.01% | 831 |
|
|
2020
Q4 | $983K | Buy |
11,426
+26
| +0.2% | +$2.07K | ﹤0.01% | 958 |
|
|
2020
Q3 | $838K | Sell |
11,400
-15
| -0.1% | -$1.16K | ﹤0.01% | 878 |
|
|
2020
Q2 | $818K | Buy |
11,415
+97
| +0.9% | +$6.62K | ﹤0.01% | 817 |
|
|
2020
Q1 | $728K | Sell |
11,318
-56
| -0.5% | -$4.39K | ﹤0.01% | 776 |
|
|
2019
Q4 | $1.08M | Buy |
11,374
+999
| +10% | +$86.1K | ﹤0.01% | 756 |
|
|
2019
Q3 | $786K | Buy |
10,375
+34
| +0.3% | +$2.6K | ﹤0.01% | 860 |
|
|
2019
Q2 | $863K | Buy |
10,341
+390
| +4% | +$30.7K | ﹤0.01% | 817 |
|
|
2019
Q1 | $748K | Buy |
9,951
+18
| +0.2% | +$1.33K | ﹤0.01% | 850 |
|
|
2018
Q4 | $609K | Sell |
9,933
-189
| -2% | -$12.1K | ﹤0.01% | 866 |
|
|
2018
Q3 | $721K | Sell |
10,122
-566
| -5% | -$40.8K | ﹤0.01% | 900 |
|
|
2018
Q2 | $752K | Buy |
10,688
+663
| +7% | +$49.5K | ﹤0.01% | 889 |
|
|
2018
Q1 | $775K | Buy |
10,025
+289
| +3% | +$24.6K | ﹤0.01% | 869 |
|
|
2017
Q4 | $885K | Sell |
9,736
-35
| -0.4% | -$3.07K | ﹤0.01% | 802 |
|
|
2017
Q3 | $806K | Sell |
9,771
-164
| -2% | -$12K | ﹤0.01% | 814 |
|
|
2017
Q2 | $684K | Buy |
9,935
+174
| +2% | +$11.7K | ﹤0.01% | 861 |
|
|
2017
Q1 | $669K | Sell |
9,761
-62
| -0.6% | -$4.26K | ﹤0.01% | 832 |
|
|
2016
Q4 | $635K | Buy |
9,823
+62
| +0.6% | +$3.84K | ﹤0.01% | 811 |
|
|
2016
Q3 | $547K | Buy |
9,761
+2,515
| +35% | +$132K | ﹤0.01% | 840 |
|
|
2016
Q2 | $346K | Buy |
7,246
+6,323
| +685% | +$281K | ﹤0.01% | 956 |
|
|
2016
Q1 | $38K | Sell |
923
-450
| -33% | -$15.9K | ﹤0.01% | 2287 |
|
|
2015
Q4 | $54K | Sell |
1,373
-500
| -27% | -$20.3K | ﹤0.01% | 2060 |
|
|
2015
Q3 | $68K | Buy |
+1,873
| New | +$73.1K | ﹤0.01% | 1831 |
|
|
2015
Q2 | – | Sell |
-2,103
| Closed | -$103K | – | 2412 |
|
|
2015
Q1 | $103K | Buy |
2,103
+1,171
| +126% | +$53.5K | ﹤0.01% | 1559 |
|
|
2014
Q4 | $45K | Buy |
932
+699
| +300% | +$31.8K | ﹤0.01% | 2078 |
|
|
2014
Q3 | $10K | Hold |
233
| – | – | ﹤0.01% | 2943 |
|
|
2014
Q2 | $13K | Hold |
233
| – | – | ﹤0.01% | 2740 |
|
|
2014
Q1 | $14K | Hold |
233
| – | – | ﹤0.01% | 2588 |
|
|
2013
Q4 | $12K | Sell |
233
-250
| -52% | -$12.5K | ﹤0.01% | 2473 |
|
|
2013
Q3 | $24K | Sell |
483
-362
| -43% | -$16.1K | ﹤0.01% | 1991 |
|
|
2013
Q2 | $32K | Buy |
+845
| New | +$32.4K | ﹤0.01% | 1645 |
|
Other funds holding OSK
VPM
VCM
GA
