AEPWM
Atlantic Edge Private Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
16,027
-3,674
| -19% | -$803K | 0.96% | 28 |
|
|
2025
Q1 | $2.75M | Buy |
19,701
+18,058
| +1,099% | +$2.52M | 0.84% | 32 |
|
|
2024
Q4 | $274K | Buy |
1,643
+76
| +5% | +$12.7K | 0.08% | 114 |
|
|
2024
Q3 | $267K | Buy |
1,567
+10
| +0.6% | +$1.7K | 0.08% | 116 |
|
|
2024
Q2 | $220K | Buy |
1,557
+40
| +3% | +$5.65K | 0.07% | 117 |
|
|
2024
Q1 | $191K | Hold |
1,517
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $160K | Buy |
+1,517
| New | +$160K | 0.07% | 133 |
|