AWM
Aries Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
6,881
+175
| +3% | +$38.3K | 0.39% | 66 |
|
|
2025
Q1 | $938K | Buy |
6,706
+1,463
| +28% | +$205K | 0.25% | 90 |
|
|
2024
Q4 | $874K | Hold |
5,243
| – | – | 0.24% | 95 |
|
|
2024
Q3 | $893K | Buy |
5,243
+2,335
| +80% | +$398K | 0.25% | 93 |
|
|
2024
Q2 | $411K | Hold |
2,908
| – | – | 0.13% | 136 |
|
|
2024
Q1 | $365K | Hold |
2,908
| – | – | 0.12% | 143 |
|
|
2023
Q4 | $307K | Sell |
2,908
-22
| -0.8% | -$2.32K | 0.11% | 152 |
|
|
2023
Q3 | $319K | Buy |
2,930
+22
| +0.8% | +$2.39K | 0.12% | 145 |
|
|
2023
Q2 | $346K | Hold |
2,908
| – | – | 0.13% | 138 |
|
|
2023
Q1 | $270K | Sell |
2,908
-544
| -16% | -$50.5K | 0.11% | 156 |
|
|
2022
Q4 | $282K | Hold |
3,452
| – | – | 0.12% | 152 |
|
|
2022
Q3 | $269K | Buy |
3,452
+357
| +12% | +$27.8K | 0.12% | 149 |
|
|
2022
Q2 | $216K | Buy |
+3,095
| New | +$216K | 0.1% | 164 |
|
|
2022
Q1 | – | Sell |
-3,095
| Closed | -$270K | – | 175 |
|
|
2021
Q4 | $270K | Hold |
3,095
| – | – | 0.1% | 152 |
|
|
2021
Q3 | $270K | Hold |
3,095
| – | – | 0.11% | 149 |
|
|
2021
Q2 | $241K | Sell |
3,095
-1,596
| -34% | -$124K | 0.1% | 155 |
|
|
2021
Q1 | $360K | Hold |
4,691
| – | – | 0.16% | 120 |
|
|
2020
Q4 | $297K | Hold |
4,691
| – | – | 0.15% | 126 |
|
|
2020
Q3 | $280K | Hold |
4,691
| – | – | 0.16% | 116 |
|
|
2020
Q2 | $259K | Buy |
+4,691
| New | +$259K | 0.16% | 116 |
|
|
2020
Q1 | – | Sell |
-3,896
| Closed | -$211K | – | 148 |
|
|
2019
Q4 | $211K | Hold |
3,896
| – | – | 0.13% | 144 |
|
|
2019
Q3 | $222K | Hold |
3,896
| – | – | 0.15% | 134 |
|
|
2019
Q2 | $231K | Hold |
3,896
| – | – | 0.16% | 132 |
|
|
2019
Q1 | $209K | Buy |
+3,896
| New | +$209K | 0.16% | 139 |
|
|
2018
Q4 | – | Sell |
-3,948
| Closed | -$204K | – | 124 |
|
|
2018
Q3 | $204K | Buy |
+3,948
| New | +$204K | 0.18% | 125 |
|
|
2018
Q1 | – | Sell |
-3,948
| Closed | -$200K | – | 134 |
|
|
2017
Q4 | $200K | Buy |
+3,948
| New | +$200K | 0.18% | 128 |
|