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Private Wealth Management Group’s Orthofix Medical OFIX Stock Holding History

Private Wealth Management Group’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-190
Closed -$3.1K – 1572
2025
Q1 		$3.1K Hold
190
– – ﹤0.01% 904
2024
Q4 		$3.32K Hold
190
– – ﹤0.01% 905
2024
Q3 		$2.97K Hold
190
– – ﹤0.01% 925
2024
Q2 		$2.52K Hold
190
– – ﹤0.01% 969
2024
Q1 		$2.76K Hold
190
– – ﹤0.01% 839
2023
Q4 		$2.56K Buy
+190
New +$2.23K ﹤0.01% 872

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PCMI
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AC
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JIC
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Vanguard Group
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
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