SWA
SOA Wealth Advisors’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
967
-301
| -24% | -$34.2K | 0.02% | 269 |
|
|
2025
Q1 | $119K | Hold |
1,268
| – | – | 0.02% | 241 |
|
|
2024
Q4 | $121K | Sell |
1,268
-125
| -9% | -$11.9K | 0.02% | 236 |
|
|
2024
Q3 | $140K | Sell |
1,393
-457
| -25% | -$45.8K | 0.03% | 218 |
|
|
2024
Q2 | $200K | Sell |
1,850
-4,568
| -71% | -$494K | 0.04% | 183 |
|
|
2024
Q1 | $800K | Buy |
6,418
+1
| +0% | +$125 | 0.17% | 80 |
|
|
2023
Q4 | $696K | Buy |
6,417
+1
| +0% | +$108 | 0.15% | 80 |
|
|
2023
Q3 | $612K | Sell |
6,416
-47
| -0.7% | -$4.49K | 0.15% | 79 |
|
|
2023
Q2 | $560K | Sell |
6,463
-25
| -0.4% | -$2.17K | 0.13% | 87 |
|
|
2023
Q1 | $540K | Buy |
6,488
+1
| +0% | +$83 | 0.13% | 88 |
|
|
2022
Q4 | $572K | Sell |
6,487
-252
| -4% | -$22.2K | 0.15% | 78 |
|
|
2022
Q3 | $473K | Buy |
6,739
+319
| +5% | +$22.4K | 0.14% | 82 |
|
|
2022
Q2 | $527K | Buy |
6,420
+213
| +3% | +$17.5K | 0.16% | 79 |
|
|
2022
Q1 | $624K | Sell |
6,207
-132
| -2% | -$13.3K | 0.15% | 86 |
|
|
2021
Q4 | $711K | Buy |
6,339
+436
| +7% | +$48.9K | 0.17% | 80 |
|
|
2021
Q3 | $604K | Buy |
5,903
+1,598
| +37% | +$164K | 0.15% | 86 |
|
|
2021
Q2 | $536K | Buy |
4,305
+4,186
| +3,518% | +$521K | 0.14% | 93 |
|
|
2021
Q1 | $14K | Buy |
+119
| New | +$14K | ﹤0.01% | 462 |
|