OPWM
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Oregon Pacific Wealth Management’s Salesforce CRM Stock Holding History

Oregon Pacific Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$343K Buy
1,257
+30
+2% +$8.18K 0.32% 84
2025
Q1 		$329K Buy
1,227
+106
+9% +$28.4K 0.33% 88
2024
Q4 		$375K Buy
+1,121
New +$375K 0.37% 76