SWM
Silverlake Wealth Management’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+2,000
| New | +$227K | 0.07% | 282 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$200K | – | 277 |
|
|
2024
Q3 | $200K | Hold |
2,000
| – | – | 0.08% | 259 |
|
|
2024
Q2 | $216K | Hold |
2,000
| – | – | 0.09% | 251 |
|
|
2024
Q1 | $249K | Hold |
2,000
| – | – | 0.13% | 198 |
|
|
2023
Q4 | $217K | Buy |
+2,000
| New | +$217K | 0.12% | 203 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$201K | – | 224 |
|
|
2022
Q1 | $201K | Hold |
2,000
| – | – | 0.12% | 208 |
|
|
2021
Q4 | $225K | Buy |
+2,000
| New | +$225K | 0.12% | 197 |
|