Rothschild Investment LLC’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Sell |
2,225
-45
| -2% | -$5.11K | 0.02% | 452 |
|
2025
Q1 | $214K | Sell |
2,270
-94
| -4% | -$8.84K | 0.01% | 491 |
|
2024
Q4 | $225K | Buy |
2,364
+364
| +18% | +$34.6K | 0.01% | 477 |
|
2024
Q3 | $200K | Sell |
2,000
-25
| -1% | -$2.51K | 0.01% | 513 |
|
2024
Q2 | $219K | Buy |
2,025
+25
| +1% | +$2.71K | 0.02% | 474 |
|
2024
Q1 | $249K | Hold |
2,000
| – | – | 0.02% | 426 |
|
2023
Q4 | $217K | Buy |
+2,000
| New | +$217K | 0.02% | 397 |
|
2023
Q1 | – | Sell |
-7,317
| Closed | -$645K | – | 493 |
|
2022
Q4 | $645K | Buy |
7,317
+2,243
| +44% | +$198K | 0.06% | 255 |
|
2022
Q3 | $357K | Hold |
5,074
| – | – | 0.04% | 332 |
|
2022
Q2 | $417K | Hold |
5,074
| – | – | 0.04% | 322 |
|
2022
Q1 | $510K | Buy |
5,074
+102
| +2% | +$10.3K | 0.04% | 320 |
|
2021
Q4 | $560K | Sell |
4,972
-43
| -0.9% | -$4.84K | 0.04% | 308 |
|
2021
Q3 | $513K | Hold |
5,015
| – | – | 0.04% | 306 |
|
2021
Q2 | $625K | Sell |
5,015
-106
| -2% | -$13.2K | 0.05% | 284 |
|
2021
Q1 | $608K | Buy |
5,121
+387
| +8% | +$45.9K | 0.05% | 283 |
|
2020
Q4 | $408K | Buy |
4,734
+678
| +17% | +$58.4K | 0.04% | 317 |
|
2020
Q3 | $299K | Buy |
+4,056
| New | +$299K | 0.03% | 335 |
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$218K | – | 403 |
|
2017
Q4 | $218K | Buy |
+2,400
| New | +$218K | 0.02% | 372 |
|