MSWM
McGlone Suttner Wealth Management’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
4,464
+3
| +0.1% | +$341 | 0.08% | 115 |
|
|
2025
Q1 | $420K | Buy |
4,461
+4
| +0.1% | +$376 | 0.07% | 128 |
|
|
2024
Q4 | $424K | Buy |
4,457
+228
| +5% | +$21.7K | 0.07% | 116 |
|
|
2024
Q3 | $424K | Buy |
4,229
+690
| +19% | +$69.1K | 0.09% | 114 |
|
|
2024
Q2 | $384K | Sell |
3,539
-753
| -18% | -$81.6K | 0.08% | 102 |
|
|
2024
Q1 | $535K | Buy |
4,292
+753
| +21% | +$93.9K | 0.1% | 89 |
|
|
2023
Q4 | $384K | Sell |
3,539
-563
| -14% | -$61K | 0.08% | 102 |
|
|
2023
Q3 | $391K | Sell |
4,102
-1,217
| -23% | -$116K | 0.09% | 87 |
|
|
2023
Q2 | $461K | Buy |
5,319
+11
| +0.2% | +$952 | 0.11% | 80 |
|
|
2023
Q1 | $441K | Sell |
5,308
-278
| -5% | -$23.1K | 0.11% | 79 |
|
|
2022
Q4 | $493K | Buy |
+5,586
| New | +$493K | 0.16% | 68 |
|