Glassman Wealth Services’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-916
| Closed | -$99.3K | – | 1314 |
|
|
2023
Q4 | $99.3K | Hold |
916
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $87.4K | Hold |
916
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $79.3K | Sell |
916
-6
| -0.7% | -$473 | 0.01% | 307 |
|
|
2023
Q1 | $76.7K | Buy |
922
+2
| +0.2% | +$181 | 0.01% | 307 |
|
|
2022
Q4 | $81.1K | Sell |
920
-17
| -2% | -$1.46K | 0.02% | 306 |
|
|
2022
Q3 | $66K | Buy |
937
+28
| +3% | +$2.28K | 0.01% | 326 |
|
|
2022
Q2 | $75K | Sell |
909
-7
| -0.8% | -$643 | 0.02% | 310 |
|
|
2022
Q1 | $92K | Buy |
916
+4
| +0.4% | +$449 | 0.02% | 276 |
|
|
2021
Q4 | $103K | Buy |
912
+3
| +0.3% | +$328 | 0.02% | 238 |
|
|
2021
Q3 | $93K | Hold |
909
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $113K | Hold |
909
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $108K | Hold |
909
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $78K | Hold |
909
| – | – | 0.02% | 272 |
|
|
2020
Q3 | $67K | Hold |
909
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $65K | Sell |
909
-315
| -26% | -$21.5K | 0.02% | 214 |
|
|
2020
Q1 | $79K | Buy |
1,224
+27
| +2% | +$2.12K | 0.03% | 185 |
|
|
2019
Q4 | $113K | Hold |
1,197
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $91K | Hold |
1,197
| – | – | 0.04% | 173 |
|
|
2019
Q2 | $100K | Hold |
1,197
| – | – | 0.04% | 166 |
|
|
2019
Q1 | $90K | Buy |
1,197
+14
| +1% | +$1.03K | 0.04% | 175 |
|
|
2018
Q4 | $73K | Hold |
1,183
| – | – | 0.04% | 166 |
|
|
2018
Q3 | $84K | Hold |
1,183
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $83K | Hold |
1,183
| – | – | 0.04% | 152 |
|
|
2018
Q1 | $91K | Hold |
1,183
| – | – | 0.06% | 133 |
|
|
2017
Q4 | $108K | Hold |
1,183
| – | – | 0.07% | 108 |
|
|
2017
Q3 | $98K | Hold |
1,183
| – | – | 0.06% | 113 |
|
|
2017
Q2 | $81K | Hold |
1,183
| – | – | 0.05% | 122 |
|
|
2017
Q1 | $81K | Hold |
1,183
| – | – | 0.06% | 127 |
|
|
2016
Q4 | $76K | Hold |
1,183
| – | – | 0.05% | 148 |
|
|
2016
Q3 | $66K | Hold |
1,183
| – | – | 0.06% | 129 |
|
|
2016
Q2 | $56K | Hold |
1,183
| – | – | 0.05% | 130 |
|
|
2016
Q1 | $48K | Hold |
1,183
| – | – | 0.04% | 141 |
|
|
2015
Q4 | $46K | Hold |
1,183
| – | – | 0.04% | 147 |
|
|
2015
Q3 | $43K | Hold |
1,183
| – | – | 0.04% | 154 |
|
|
2015
Q2 | $50K | Sell |
1,183
-700
| -37% | -$35.1K | 0.04% | 152 |
|
|
2015
Q1 | $92K | Sell |
1,883
-620
| -25% | -$28.3K | 0.07% | 109 |
|
|
2014
Q4 | $122K | Buy |
+2,503
| New | +$114K | 0.09% | 110 |
|
Other funds holding OSK
GA
Glassman Wealth Services's OSK Position: Q1 2024 in Review
Glassman Wealth Services sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 916 shares — an estimated $99.3K sold.
Glassman Wealth Services first reported a position in OSK in Q4 2014 and held it in 37 quarters. The position peaked at $122K in Q4 2014. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.
- Glassman Wealth Services reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 916 Oshkosh shares in Q1 2024, an estimated $99.3K.
- Glassman Wealth Services first reported a position in Oshkosh in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Oshkosh position peaked at $122K in Q4 2014.
- 457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.