4WM
4J Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Hold |
4,990
| – | – | 0.74% | 29 |
|
|
2025
Q1 | $698K | Hold |
4,990
| – | – | 0.55% | 36 |
|
|
2024
Q4 | $832K | Hold |
4,990
| – | – | 0.67% | 31 |
|
|
2024
Q3 | $850K | Hold |
4,990
| – | – | 0.66% | 31 |
|
|
2024
Q2 | $705K | Hold |
4,990
| – | – | 0.58% | 35 |
|
|
2024
Q1 | $627K | Buy |
4,990
+13
| +0.3% | +$1.63K | 0.54% | 39 |
|
|
2023
Q4 | $525K | Hold |
4,977
| – | – | 0.48% | 47 |
|
|
2023
Q3 | $527K | Hold |
4,977
| – | – | 0.52% | 45 |
|
|
2023
Q2 | $593K | Buy |
+4,977
| New | +$593K | 0.58% | 41 |
|