OPWM
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Oregon Pacific Wealth Management’s Unilever UL Stock Holding History

Oregon Pacific Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Sell
3,489
-421
-11% -$25.8K 0.2% 123
2025
Q1 		$233K Sell
3,910
-3,289
-46% -$196K 0.23% 112
2024
Q4 		$408K Buy
+7,199
New +$408K 0.4% 68