Oregon Pacific Wealth Management, LLC PIMCO ETF TR Transaction History

Oregon Pacific Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Number of Shares
135,340
Previous 138,839 2.52%
Holding current value
$3.59 Billion
Previous $3.66 Billion 1.82%
% of portfolio
3.4%
Previous 3.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
N/A
-3,499 Reduced 2.52%
135,340 $3.59 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
22,447 Added 19.29%
138,839 $3.66 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
116,392 New
116,392 $3.02 Billion
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