EverSource Wealth Advisors’s OSI Systems OSIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,438
+24
| +2% | +$5.4K | 0.01% | 637 |
|
|
2025
Q1 | $275K | Buy |
1,414
+35
| +3% | +$6.8K | 0.02% | 551 |
|
|
2024
Q4 | $231K | Buy |
1,379
+45
| +3% | +$7.53K | 0.01% | 606 |
|
|
2024
Q3 | $203K | Buy |
1,334
+3
| +0.2% | +$455 | 0.01% | 551 |
|
|
2024
Q2 | $197K | Buy |
1,331
+934
| +235% | +$138K | 0.01% | 563 |
|
|
2024
Q1 | $52.2K | Buy |
397
+27
| +7% | +$3.55K | ﹤0.01% | 970 |
|
|
2023
Q4 | $47.7K | Hold |
370
| – | – | ﹤0.01% | 919 |
|
|
2023
Q3 | $43.7K | Hold |
370
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $43.6K | Buy |
+370
| New | +$43.6K | ﹤0.01% | 887 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$3K | – | 2395 |
|
|
2022
Q3 | $3K | Sell |
37
-133
| -78% | -$10.8K | ﹤0.01% | 1564 |
|
|
2022
Q2 | $15K | Buy |
+170
| New | +$15K | ﹤0.01% | 914 |
|
|
2022
Q1 | – | Sell |
-183
| Closed | -$17K | – | 1807 |
|
|
2021
Q4 | $17K | Buy |
+183
| New | +$17K | ﹤0.01% | 751 |
|