AWM
Accurate Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
10,492
+1,293
| +14% | +$304K | 0.38% | 67 |
|
|
2025
Q1 | $1.22M | Sell |
9,199
-1,430
| -13% | -$189K | 0.23% | 101 |
|
|
2024
Q4 | $1.64M | Buy |
10,629
+3,783
| +55% | +$585K | 0.32% | 78 |
|
|
2024
Q3 | $1.19M | Buy |
6,846
+1,068
| +18% | +$186K | 0.24% | 99 |
|
|
2024
Q2 | $827K | Buy |
5,778
+344
| +6% | +$49.2K | 0.2% | 111 |
|
|
2024
Q1 | $624K | Buy |
5,434
+425
| +8% | +$48.8K | 0.18% | 125 |
|
|
2023
Q4 | $525K | Buy |
5,009
+1,459
| +41% | +$153K | 0.16% | 130 |
|
|
2023
Q3 | $387K | Buy |
3,550
+350
| +11% | +$38.2K | 0.12% | 162 |
|
|
2023
Q2 | $382K | Buy |
3,200
+254
| +9% | +$30.3K | 0.12% | 170 |
|
|
2023
Q1 | $276K | Buy |
2,946
+338
| +13% | +$31.7K | 0.1% | 198 |
|
|
2022
Q4 | $226K | Buy |
+2,608
| New | +$226K | 0.08% | 200 |
|