Forbes Financial Planning’s ProSomnus, Inc. Common Stock OSA Stock Holding History

Forbes Financial Planning’s Portfolio OSA Stock Details OSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-465,710	Closed	-$265K	–	32
2024 Q1	$265K	Hold	465,710	–	–	0.23%	28
2023 Q4	$456K	Hold	465,710	–	–	0.43%	24
2023 Q3	$484K	Buy	+465,710	New	+$703K	0.52%	23

Other funds holding OSA

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Forbes Financial Planning's OSA Position: Q2 2024 in Review

Forbes Financial Planning sold out of ProSomnus, Inc. Common Stock (OSA) in Q2 2024, closing a stake of 465,710 shares — an estimated $265K sold.

Forbes Financial Planning first reported a position in OSA in Q3 2023 and held it in 3 quarters. The position peaked at $484K in Q3 2023. 2 funds tracked by Wall St. Rank hold OSA as of Q2 2024.

Forbes Financial Planning reported no remaining ProSomnus, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
Forbes Financial Planning sold 465,710 ProSomnus, Inc. Common Stock shares in Q2 2024, an estimated $265K.
Forbes Financial Planning first reported a position in ProSomnus, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
Forbes Financial Planning's ProSomnus, Inc. Common Stock position peaked at $484K in Q3 2023.
2 funds tracked by Wall St. Rank held ProSomnus, Inc. Common Stock as of Q2 2024.

Based on Forbes Financial Planning's 13F filing for Q2 2024, filed 25 Jul 2024.