Integrated Wealth Concepts’s Oshkosh OSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$270K	Buy	+2,375	New	+$270K	﹤0.01%	1609
2025 Q1	–	Sell	-4,249	Closed	-$404K	–	1816
2024 Q4	$404K	Sell	4,249 -722	-15%	-$68.6K	﹤0.01%	1223
2024 Q3	$498K	Buy	+4,971	New	+$498K	0.01%	1084