PWM
Prosperity Wealth Management’s Oscar Health OSCR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
70,793
-16,883
| -19% | -$362K | 0.56% | 34 |
|
2025
Q1 | $1.15M | Buy |
87,676
+8,399
| +11% | +$110K | 0.54% | 33 |
|
2024
Q4 | $1.07M | Buy |
79,277
+38,172
| +93% | +$513K | 0.44% | 38 |
|
2024
Q3 | $872K | Buy |
41,105
+1,301
| +3% | +$27.6K | 0.35% | 48 |
|
2024
Q2 | $630K | Buy |
39,804
+2,389
| +6% | +$37.8K | 0.31% | 62 |
|
2024
Q1 | $556K | Buy |
+37,415
| New | +$556K | 0.26% | 62 |
|
2023
Q4 | – | Sell |
-42,385
| Closed | -$236K | – | 162 |
|
2023
Q3 | $236K | Buy |
42,385
+31,065
| +274% | +$173K | 0.15% | 110 |
|
2023
Q2 | $91.2K | Buy |
+11,320
| New | +$91.2K | 0.06% | 137 |
|