Venturi Wealth Management’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,250
| Closed | -$119K | – | 1434 |
|
|
2024
Q4 | $119K | Buy |
1,250
+249
| +25% | +$23.7K | 0.01% | 700 |
|
|
2024
Q3 | $100K | Buy |
1,001
+262
| +35% | +$26.3K | 0.01% | 567 |
|
|
2024
Q2 | $80K | Buy |
739
+290
| +65% | +$31.4K | ﹤0.01% | 548 |
|
|
2024
Q1 | $56K | Buy |
449
+131
| +41% | +$16.3K | ﹤0.01% | 487 |
|
|
2023
Q4 | $34.5K | Buy |
318
+111
| +54% | +$12K | ﹤0.01% | 566 |
|
|
2023
Q3 | $19.8K | Buy |
+207
| New | +$19.8K | ﹤0.01% | 626 |
|
|
2017
Q2 | – | Sell |
-3,010
| Closed | -$208K | – | 201 |
|
|
2017
Q1 | $208K | Buy |
+3,010
| New | +$208K | 0.05% | 169 |
|