WPWM
FDS icon

Western Pacific Wealth Management’s Factset FDS Stock Holding History

Western Pacific Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.8K Hold
42
– – 0.02% 157
2025
Q1 		$19.1K Hold
42
– – 0.02% 151
2024
Q4 		$20.2K Hold
42
– – 0.02% 155
2024
Q3 		$19.3K Buy
+42
New +$19.3K 0.01% 195