OPWM
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Oregon Pacific Wealth Management’s Visa V Stock Holding History

Oregon Pacific Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658K Sell
1,853
-63
-3% -$22.4K 0.62% 42
2025
Q1 		$671K Sell
1,916
-55
-3% -$19.3K 0.67% 45
2024
Q4 		$623K Buy
+1,971
New +$623K 0.61% 46