Forvis Mazars Wealth Advisors’s Oil-Dri ODC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,034
| Closed | -$483K | – | 415 |
|
|
2024
Q4 | $483K | Sell |
11,034
-2,342
| -18% | -$103K | 0.01% | 310 |
|
|
2024
Q3 | $461K | Buy |
+13,376
| New | +$461K | 0.01% | 327 |
|
|
2023
Q3 | – | Sell |
-13,092
| Closed | -$386K | – | 403 |
|
|
2023
Q2 | $386K | Buy |
13,092
+94
| +0.7% | +$2.77K | 0.01% | 322 |
|
|
2023
Q1 | $270K | Buy |
+12,998
| New | +$270K | 0.01% | 350 |
|
|
2015
Q3 | – | Sell |
-24,768
| Closed | -$376K | – | 195 |
|
|
2015
Q2 | $376K | Buy |
24,768
+162
| +0.7% | +$2.46K | 0.06% | 122 |
|
|
2015
Q1 | $414K | Buy |
24,606
+166
| +0.7% | +$2.79K | 0.06% | 122 |
|
|
2014
Q4 | $399K | Buy |
24,440
+138
| +0.6% | +$2.25K | 0.07% | 109 |
|
|
2014
Q3 | $317K | Buy |
24,302
+124
| +0.5% | +$1.62K | 0.05% | 106 |
|
|
2014
Q2 | $370K | Buy |
24,178
+108
| +0.4% | +$1.65K | 0.06% | 105 |
|
|
2014
Q1 | $416K | Buy |
24,070
+102
| +0.4% | +$1.76K | 0.07% | 111 |
|
|
2013
Q4 | $453K | Buy |
+23,968
| New | +$453K | 0.08% | 109 |
|