J.P. Morgan Private Wealth Advisors’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.13M | Sell |
11,856
-1,411
| -11% | -$135K | ﹤0.01% | 929 |
|
|
2023
Q2 | $1.15M | Sell |
13,267
-22,045
| -62% | -$1.91M | 0.01% | 725 |
|
|
2023
Q1 | $2.94M | Buy |
35,312
+210
| +0.6% | +$17.5K | 0.01% | 747 |
|
|
2022
Q4 | $3.1M | Buy |
35,102
+3,295
| +10% | +$291K | 0.01% | 714 |
|
|
2022
Q3 | $2.24M | Sell |
31,807
-4,376
| -12% | -$308K | 0.01% | 804 |
|
|
2022
Q2 | $2.97M | Buy |
36,183
+5,993
| +20% | +$492K | 0.01% | 717 |
|
|
2022
Q1 | $3.04M | Buy |
30,190
+19,426
| +180% | +$1.96M | 0.01% | 765 |
|
|
2021
Q4 | $1.21M | Buy |
10,764
+2,022
| +23% | +$228K | ﹤0.01% | 1147 |
|
|
2021
Q3 | $895K | Sell |
8,742
-1,744
| -17% | -$179K | ﹤0.01% | 1268 |
|
|
2021
Q2 | $1.31M | Buy |
10,486
+8,478
| +422% | +$1.06M | ﹤0.01% | 1069 |
|
|
2021
Q1 | $238K | Sell |
2,008
-16,175
| -89% | -$1.92M | ﹤0.01% | 1616 |
|
|
2020
Q4 | $1.57M | Buy |
18,183
+2,723
| +18% | +$234K | 0.01% | 841 |
|
|
2020
Q3 | $1.14M | Buy |
15,460
+4,388
| +40% | +$322K | ﹤0.01% | 838 |
|
|
2020
Q2 | $793K | Buy |
11,072
+4,266
| +63% | +$306K | ﹤0.01% | 896 |
|
|
2020
Q1 | $438K | Buy |
6,806
+4,407
| +184% | +$284K | ﹤0.01% | 981 |
|
|
2019
Q4 | $227K | Buy |
+2,399
| New | +$227K | ﹤0.01% | 1351 |
|
|
2019
Q1 | – | Sell |
-3,599
| Closed | -$221K | – | 1495 |
|
|
2018
Q4 | $221K | Buy |
+3,599
| New | +$221K | ﹤0.01% | 1299 |
|
|
2014
Q3 | – | Sell |
-3,600
| Closed | -$200K | – | 1094 |
|
|
2014
Q2 | $200K | Sell |
3,600
-3,285
| -48% | -$183K | ﹤0.01% | 832 |
|
|
2014
Q1 | $406K | Sell |
6,885
-842
| -11% | -$49.7K | 0.01% | 636 |
|
|
2013
Q4 | $389K | Buy |
+7,727
| New | +$389K | 0.01% | 496 |
|