MWM
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Mission Wealth Management’s Sable Offshore Corp SOC Stock Holding History

Mission Wealth Management’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,788
Closed -$223K – 672
2025
Q1 		$223K Hold
8,788
– – 0.01% 588
2024
Q4 		$201K Buy
+8,788
New +$201K ﹤0.01% 601