AWM
Axxcess Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
58,815
+850
| +1% | +$186K | 0.3% | 69 |
|
|
2025
Q1 | $8.1M | Buy |
57,965
+25,569
| +79% | +$3.57M | 0.22% | 85 |
|
|
2024
Q4 | $5.4M | Buy |
32,396
+6,116
| +23% | +$1.02M | 0.13% | 133 |
|
|
2024
Q3 | $4.48M | Sell |
26,280
-1,923
| -7% | -$328K | 0.11% | 152 |
|
|
2024
Q2 | $3.98M | Buy |
28,203
+1,745
| +7% | +$246K | 0.11% | 156 |
|
|
2024
Q1 | $3.32M | Buy |
26,458
+1,667
| +7% | +$209K | 0.09% | 173 |
|
|
2023
Q4 | $2.61M | Buy |
24,791
+3,731
| +18% | +$393K | 0.08% | 203 |
|
|
2023
Q3 | $2.23M | Sell |
21,060
-5,526
| -21% | -$585K | 0.08% | 191 |
|
|
2023
Q2 | $3.17M | Buy |
26,586
+3,901
| +17% | +$465K | 0.23% | 93 |
|
|
2023
Q1 | $2.11M | Buy |
22,685
+922
| +4% | +$85.7K | 0.16% | 132 |
|
|
2022
Q4 | $1.78M | Buy |
21,763
+11,822
| +119% | +$966K | 0.15% | 137 |
|
|
2022
Q3 | $607K | Buy |
9,941
+3,704
| +59% | +$226K | 0.06% | 274 |
|
|
2022
Q2 | $436K | Sell |
6,237
-175
| -3% | -$12.2K | 0.04% | 325 |
|
|
2022
Q1 | $530K | Buy |
6,412
+1,586
| +33% | +$131K | 0.04% | 340 |
|
|
2021
Q4 | $421K | Buy |
+4,826
| New | +$421K | 0.03% | 393 |
|