OCM
Osterweis Capital Management’s DoubleVerify DV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-213,085
| Closed | -$7.49M | – | 199 |
|
|
2024
Q1 | $7.49M | Sell |
213,085
-13,100
| -6% | -$461K | 0.44% | 63 |
|
|
2023
Q4 | $8.32M | Buy |
226,185
+49,565
| +28% | +$1.82M | 0.53% | 53 |
|
|
2023
Q3 | $4.94M | Sell |
176,620
-38,820
| -18% | -$1.09M | 0.36% | 71 |
|
|
2023
Q2 | $8.38M | Buy |
215,440
+28,895
| +15% | +$1.12M | 0.56% | 52 |
|
|
2023
Q1 | $5.62M | Buy |
186,545
+45,005
| +32% | +$1.36M | 0.38% | 76 |
|
|
2022
Q4 | $3.11M | Sell |
141,540
-18,570
| -12% | -$408K | 0.23% | 90 |
|
|
2022
Q3 | $4.38M | Buy |
+160,110
| New | +$4.38M | 0.33% | 81 |
|