Montag & Associates’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32K | Hold |
38
| – | – | ﹤0.01% | 806 |
|
|
2025
Q1 | $3.58K | Sell |
38
-3,673
| -99% | -$346K | ﹤0.01% | 864 |
|
|
2024
Q4 | $353K | Sell |
3,711
-701
| -16% | -$66.6K | 0.02% | 354 |
|
|
2024
Q3 | $442K | Sell |
4,412
-17,725
| -80% | -$1.78M | 0.02% | 335 |
|
|
2024
Q2 | $2.4M | Sell |
22,137
-20,390
| -48% | -$2.21M | 0.12% | 149 |
|
|
2024
Q1 | $5.3M | Buy |
42,527
+19,630
| +86% | +$2.45M | 0.27% | 90 |
|
|
2023
Q4 | $2.48M | Sell |
22,897
-1,747
| -7% | -$189K | 0.14% | 145 |
|
|
2023
Q3 | $2.35M | Buy |
24,644
+14,123
| +134% | +$1.35M | 0.15% | 138 |
|
|
2023
Q2 | $911K | Sell |
10,521
-4,118
| -28% | -$357K | 0.06% | 222 |
|
|
2023
Q1 | $1.22M | Hold |
14,639
| – | – | 0.08% | 187 |
|
|
2022
Q4 | $1.29M | Sell |
14,639
-4,918
| -25% | -$434K | 0.09% | 181 |
|
|
2022
Q3 | $1.38M | Sell |
19,557
-648
| -3% | -$45.6K | 0.1% | 176 |
|
|
2022
Q2 | $1.66M | Sell |
20,205
-52,687
| -72% | -$4.33M | 0.11% | 161 |
|
|
2022
Q1 | $7.34M | Buy |
72,892
+953
| +1% | +$95.9K | 0.39% | 68 |
|
|
2021
Q4 | $8.11M | Sell |
71,939
-34,273
| -32% | -$3.86M | 0.4% | 70 |
|
|
2021
Q3 | $10.9M | Buy |
106,212
+5,339
| +5% | +$547K | 0.58% | 41 |
|
|
2021
Q2 | $12.6M | Buy |
100,873
+23,234
| +30% | +$2.9M | 0.67% | 36 |
|
|
2021
Q1 | $9.21M | Buy |
+77,639
| New | +$9.21M | 0.52% | 51 |
|
|
2019
Q3 | – | Sell |
-16,313
| Closed | -$1.36M | – | 309 |
|
|
2019
Q2 | $1.36M | Buy |
16,313
+4,272
| +35% | +$357K | 0.12% | 151 |
|
|
2019
Q1 | $905K | Buy |
+12,041
| New | +$905K | 0.08% | 175 |
|