WLPWM
OSH

Walled Lake Planning & Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio OSH Stock Details OSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$222K Buy
2021
Q4 		– Sell
2021
Q3 		$32K Hold
2021
Q2 		$44K Hold
2021
Q1 		$41K Hold
2020
Q4 		$46K Hold
2020
Q3 		$40K Buy