BWM
BCS Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
+1,517
| New | +$332K | 0.07% | 194 |
|
|
2022
Q3 | – | Sell |
-3,428
| Closed | -$240K | – | 189 |
|
|
2022
Q2 | $240K | Buy |
+3,428
| New | +$240K | 0.11% | 155 |
|
|
2022
Q1 | – | Sell |
-3,525
| Closed | -$307K | – | 203 |
|
|
2021
Q4 | $307K | Buy |
+3,525
| New | +$307K | 0.11% | 157 |
|