Osterweis Capital Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84.5K Sell
2025
Q2
$88.2K Buy
2023
Q4
Sell
2023
Q3
$26.7K Hold
2023
Q2
$24.4K Hold
2023
Q1
$29.1K Hold
2022
Q4
$24.2K Hold
2022
Q3
$22K Buy