OCM
Osterweis Capital Management’s Lincoln Electric LECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,800
| Closed | -$337K | – | 349 |
|
|
2024
Q4 | $337K | Hold |
1,800
| – | – | 0.02% | 120 |
|
|
2024
Q3 | $346K | Hold |
1,800
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $340K | Hold |
1,800
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $460K | Sell |
1,800
-400
| -18% | -$102K | 0.03% | 109 |
|
|
2023
Q4 | $478K | Hold |
2,200
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $400K | Hold |
2,200
| – | – | 0.03% | 114 |
|
|
2023
Q2 | $437K | Hold |
2,200
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $372K | Hold |
2,200
| – | – | 0.03% | 123 |
|
|
2022
Q4 | $318K | Sell |
2,200
-152,160
| -99% | -$22M | 0.02% | 124 |
|
|
2022
Q3 | $19.4M | Buy |
154,360
+38,530
| +33% | +$4.84M | 1.46% | 25 |
|
|
2022
Q2 | $14.3M | Sell |
115,830
-1,015
| -0.9% | -$125K | 1.07% | 29 |
|
|
2022
Q1 | $16.1M | Buy |
116,845
+2,414
| +2% | +$333K | 0.89% | 39 |
|
|
2021
Q4 | $16M | Buy |
+114,431
| New | +$16M | 0.8% | 43 |
|