Geneos Wealth Management’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.4K | Sell |
594
-465
| -44% | -$52.8K | ﹤0.01% | 1425 |
|
|
2025
Q1 | $99.6K | Buy |
1,059
+618
| +140% | +$58.1K | ﹤0.01% | 1578 |
|
|
2024
Q4 | $41.9K | Hold |
441
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q3 | $44.2K | Buy |
441
+43
| +11% | +$4.31K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $43.1K | Hold |
398
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q1 | $49.6K | Hold |
398
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q4 | $43.1K | Buy |
398
+8
| +2% | +$867 | ﹤0.01% | 1113 |
|
|
2023
Q3 | $37.2K | Hold |
390
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q2 | $33.8K | Hold |
390
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $32.4K | Buy |
390
+54
| +16% | +$4.49K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $29.6K | Hold |
336
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q3 | $23K | Sell |
336
-1,321
| -80% | -$90.4K | ﹤0.01% | 1273 |
|
|
2022
Q2 | $135K | Sell |
1,657
-50
| -3% | -$4.07K | 0.01% | 896 |
|
|
2022
Q1 | $171K | Hold |
1,707
| – | – | 0.01% | 861 |
|
|
2021
Q4 | $192K | Buy |
1,707
+121
| +8% | +$13.6K | 0.01% | 887 |
|
|
2021
Q3 | $166K | Hold |
1,586
| – | – | 0.01% | 940 |
|
|
2021
Q2 | $197K | Sell |
1,586
-4,238
| -73% | -$526K | 0.01% | 847 |
|
|
2021
Q1 | $724K | Hold |
5,824
| – | – | 0.02% | 526 |
|
|
2020
Q4 | $130K | Buy |
5,824
+4,638
| +391% | +$104K | 0.01% | 1023 |
|
|
2020
Q3 | $85K | Hold |
1,186
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q2 | $82K | Hold |
1,186
| – | – | ﹤0.01% | 1010 |
|
|
2020
Q1 | $68K | Hold |
1,186
| – | – | ﹤0.01% | 991 |
|
|
2019
Q4 | $112K | Sell |
1,186
-409
| -26% | -$38.6K | 0.01% | 908 |
|
|
2019
Q3 | $119K | Hold |
1,595
| – | – | 0.01% | 834 |
|
|
2019
Q2 | $133K | Hold |
1,595
| – | – | 0.01% | 805 |
|
|
2019
Q1 | $119K | Hold |
1,595
| – | – | 0.01% | 806 |
|
|
2018
Q4 | $96K | Buy |
1,595
+100
| +7% | +$6.02K | 0.01% | 850 |
|
|
2018
Q3 | $106K | Hold |
1,495
| – | – | 0.01% | 863 |
|
|
2018
Q2 | $105K | Hold |
1,495
| – | – | 0.01% | 773 |
|
|
2018
Q1 | $115K | Buy |
1,495
+100
| +7% | +$7.69K | 0.01% | 705 |
|
|
2017
Q4 | $126K | Hold |
1,395
| – | – | 0.01% | 675 |
|
|
2017
Q3 | $115K | Hold |
1,395
| – | – | 0.01% | 660 |
|
|
2017
Q2 | $96K | Sell |
1,395
-28
| -2% | -$1.93K | 0.01% | 695 |
|
|
2017
Q1 | $97K | Hold |
1,423
| – | – | 0.01% | 667 |
|
|
2016
Q4 | $91K | Buy |
1,423
+28
| +2% | +$1.79K | 0.01% | 636 |
|
|
2016
Q3 | $78K | Hold |
1,395
| – | – | 0.01% | 662 |
|
|
2016
Q2 | $66K | Buy |
1,395
+50
| +4% | +$2.37K | 0.01% | 709 |
|
|
2016
Q1 | $53K | Buy |
+1,345
| New | +$53K | 0.01% | 779 |
|