GWS
Glassman Wealth Services’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-916
| Closed | -$99.3K | – | 1318 |
|
|
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% | -$520 | 0.01% | 307 |
|
|
2023
Q1 | $76.7K | Buy |
922
+2
| +0.2% | +$166 | 0.01% | 307 |
|
|
2022
Q4 | $81.1K | Sell |
920
-17
| -2% | -$1.5K | 0.02% | 306 |
|
|
2022
Q3 | $66K | Buy |
937
+28
| +3% | +$1.97K | 0.01% | 326 |
|
|
2022
Q2 | $75K | Sell |
909
-7
| -0.8% | -$578 | 0.02% | 310 |
|
|
2022
Q1 | $92K | Buy |
916
+4
| +0.4% | +$402 | 0.02% | 276 |
|
|
2021
Q4 | $103K | Buy |
912
+3
| +0.3% | +$339 | 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% | -$22.5K | 0.02% | 214 |
|
|
2020
Q1 | $79K | Buy |
1,224
+27
| +2% | +$1.74K | 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% | +$1.05K | 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% | -$29.6K | 0.04% | 151 |
|
|
2015
Q1 | $92K | Sell |
1,883
-620
| -25% | -$30.3K | 0.07% | 108 |
|
|
2014
Q4 | $122K | Buy |
+2,503
| New | +$122K | 0.09% | 109 |
|