WANY
Wealthspire Advisors (New York)’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
4,083
-170
| -4% | -$19.3K | ﹤0.01% | 559 |
|
|
2025
Q1 | $400K | Buy |
4,253
+48
| +1% | +$4.52K | ﹤0.01% | 571 |
|
|
2024
Q4 | $400K | Sell |
4,205
-29
| -0.7% | -$2.76K | ﹤0.01% | 575 |
|
|
2024
Q3 | $424K | Sell |
4,234
-261
| -6% | -$26.2K | ﹤0.01% | 532 |
|
|
2024
Q2 | $486K | Buy |
4,495
+14
| +0.3% | +$1.52K | 0.01% | 442 |
|
|
2024
Q1 | $559K | Sell |
4,481
-827
| -16% | -$103K | 0.01% | 405 |
|
|
2023
Q4 | $575K | Sell |
5,308
-156
| -3% | -$16.9K | 0.01% | 395 |
|
|
2023
Q3 | $521K | Buy |
5,464
+242
| +5% | +$23.1K | 0.01% | 382 |
|
|
2023
Q2 | $452K | Sell |
5,222
-47
| -0.9% | -$4.07K | 0.01% | 382 |
|
|
2023
Q1 | $438K | Sell |
5,269
-545
| -9% | -$45.3K | 0.01% | 375 |
|
|
2022
Q4 | $513K | Buy |
5,814
+385
| +7% | +$34K | 0.01% | 361 |
|
|
2022
Q3 | $382K | Buy |
5,429
+70
| +1% | +$4.93K | 0.01% | 379 |
|
|
2022
Q2 | $440K | Sell |
5,359
-694
| -11% | -$57K | 0.01% | 337 |
|
|
2022
Q1 | $609K | Buy |
6,053
+888
| +17% | +$89.3K | 0.01% | 240 |
|
|
2021
Q4 | $582K | Sell |
5,165
-763
| -13% | -$86K | 0.01% | 300 |
|
|
2021
Q3 | $607K | Sell |
5,928
-704
| -11% | -$72.1K | 0.01% | 319 |
|
|
2021
Q2 | $827K | Sell |
6,632
-793
| -11% | -$98.9K | 0.02% | 180 |
|
|
2021
Q1 | $881K | Buy |
7,425
+68
| +0.9% | +$8.07K | 0.02% | 283 |
|
|
2020
Q4 | $633K | Buy |
+7,357
| New | +$633K | 0.02% | 265 |
|
|
2020
Q2 | – | Sell |
-8,163
| Closed | -$525K | – | 452 |
|
|
2020
Q1 | $525K | Buy |
+8,163
| New | +$525K | 0.02% | 285 |
|