OPWM
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Oregon Pacific Wealth Management’s Fiserv FI Stock Holding History

Oregon Pacific Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
1,396
+263
+23% +$45.3K 0.23% 112
2025
Q1 		$250K Sell
1,133
-45
-4% -$9.94K 0.25% 105
2024
Q4 		$242K Buy
+1,178
New +$242K 0.24% 104