OCM
Osterweis Capital Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.2K | Buy |
+153
| New | +$88.2K | ﹤0.01% | 184 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$26.7K | – | 209 |
|
|
2023
Q3 | $26.7K | Hold |
52
| – | – | ﹤0.01% | 182 |
|
|
2023
Q2 | $24.4K | Hold |
52
| – | – | ﹤0.01% | 187 |
|
|
2023
Q1 | $29.1K | Hold |
52
| – | – | ﹤0.01% | 184 |
|
|
2022
Q4 | $24.2K | Hold |
52
| – | – | ﹤0.01% | 198 |
|
|
2022
Q3 | $22K | Buy |
+52
| New | +$22K | ﹤0.01% | 182 |
|