AWM
Absher Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
2,264
| – | – | 0.06% | 55 |
|
|
2025
Q1 | $317K | Buy |
2,264
+122
| +6% | +$17.1K | 0.04% | 59 |
|
|
2024
Q4 | $357K | Hold |
2,142
| – | – | 0.05% | 58 |
|
|
2024
Q3 | $365K | Buy |
2,142
+101
| +5% | +$17.2K | 0.05% | 60 |
|
|
2024
Q2 | $288K | Hold |
2,041
| – | – | 0.04% | 56 |
|
|
2024
Q1 | $256K | Hold |
2,041
| – | – | 0.04% | 55 |
|
|
2023
Q4 | $215K | Sell |
2,041
-450
| -18% | -$47.4K | 0.03% | 56 |
|
|
2023
Q3 | $264K | Buy |
+2,491
| New | +$264K | 0.04% | 52 |
|