PWG
OS

Portside Wealth Group’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Portside Wealth Group’s Portfolio OS Stock Details OS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$884K Buy
31,243
+11,052
+55% +$313K 0.13% 165
2025
Q1 		$431K Buy
20,191
+5,372
+36% +$115K 0.07% 246
2024
Q4 		$423K Sell
14,819
-2,660
-15% -$75.9K 0.07% 254
2024
Q3 		$593K Buy
+17,479
New +$593K 0.1% 205