Number of Shares
968.00
Current Holdings Value*
$230,400.00
% of Portfolio
0.22%
Total Estimate Gain
$29,413.84
% of Total Estimate Gain
6.91%

Oregon Pacific Wealth Management, LLC's Analog Devices Inc Holding Summary

As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 968.00 shares of Analog Devices Inc(ADI), totaling $230,400.00. This investment constitutes 0.22% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding Analog Devices Inc(ADI) stock.

The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of ADI, at an average price of $214.72, for a total of 1,982.00 shares. In addition, there have been 1 sales at an average price of $216.11 for 1,014.00 shares. Based on historical transaction data and ADI's current price of $243.66, Oregon Pacific Wealth Management, LLC's estimated gain on his ADI holdings is $29,413.84, reflecting a 6.91% gain to date.

Oregon Pacific Wealth Management, LLC ADI ($243.66) Holding Chart

Oregon Pacific Wealth Management, LLC ADI ($243.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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