PMWMG
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Parr McKnight Wealth Management Group’s ORIX IX Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio IX Stock Details IX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Buy
67,964
+677
+1% +$15.2K 0.21% 130
2025
Q1 		$1.41M Buy
67,287
+53,624
+392% +$1.12M 0.2% 134
2024
Q4 		$1.45M Buy
+13,663
New +$1.45M 0.21% 120