AWM
Apollon Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
112,577
+4,799
| +4% | +$1.05M | 0.49% | 41 |
|
|
2025
Q1 | $15.1M | Buy |
107,778
+43,758
| +68% | +$6.12M | 0.33% | 61 |
|
|
2024
Q4 | $10.7M | Buy |
64,020
+2,305
| +4% | +$384K | 0.25% | 75 |
|
|
2024
Q3 | $10.5M | Buy |
61,715
+879
| +1% | +$150K | 0.3% | 64 |
|
|
2024
Q2 | $8.59M | Sell |
60,836
-521
| -0.8% | -$73.6K | 0.26% | 67 |
|
|
2024
Q1 | $7.71M | Sell |
61,357
-1,376
| -2% | -$173K | 0.24% | 76 |
|
|
2023
Q4 | $6.61M | Buy |
62,733
+32,684
| +109% | +$3.45M | 0.23% | 82 |
|
|
2023
Q3 | $3.18M | Sell |
30,049
-981
| -3% | -$104K | 0.16% | 121 |
|
|
2023
Q2 | $3.7M | Buy |
31,030
+2,409
| +8% | +$287K | 0.18% | 114 |
|
|
2023
Q1 | $2.66M | Buy |
28,621
+620
| +2% | +$57.6K | 0.16% | 132 |
|
|
2022
Q4 | $2.29M | Buy |
28,001
+3,704
| +15% | +$303K | 0.16% | 135 |
|
|
2022
Q3 | $1.48M | Buy |
24,297
+3,155
| +15% | +$193K | 0.12% | 183 |
|
|
2022
Q2 | $1.48M | Buy |
21,142
+662
| +3% | +$46.2K | 0.12% | 182 |
|
|
2022
Q1 | $1.69M | Buy |
20,480
+4,029
| +24% | +$333K | 0.12% | 182 |
|
|
2021
Q4 | $1.44M | Buy |
16,451
+6,585
| +67% | +$574K | 0.11% | 212 |
|
|
2021
Q3 | $860K | Buy |
9,866
+1,549
| +19% | +$135K | 0.12% | 164 |
|
|
2021
Q2 | $647K | Buy |
8,317
+1,260
| +18% | +$98K | 0.12% | 181 |
|
|
2021
Q1 | $495K | Buy |
+7,057
| New | +$495K | 0.1% | 199 |
|
|
2020
Q3 | – | Sell |
-1,177
| Closed | -$65K | – | 526 |
|
|
2020
Q2 | $65K | Buy |
+1,177
| New | +$65K | 0.04% | 216 |
|