CWM
Cahaba Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
3,153
+8
| +0.3% | +$1.75K | 0.05% | 71 |
|
|
2025
Q1 | $440K | Buy |
3,145
+476
| +18% | +$66.5K | 0.04% | 96 |
|
|
2024
Q4 | $445K | Sell |
2,669
-24
| -0.9% | -$4K | 0.04% | 95 |
|
|
2024
Q3 | $459K | Buy |
2,693
+25
| +0.9% | +$4.26K | 0.04% | 93 |
|
|
2024
Q2 | $377K | Sell |
2,668
-353
| -12% | -$49.8K | 0.03% | 101 |
|
|
2024
Q1 | $379K | Buy |
3,021
+190
| +7% | +$23.9K | 0.03% | 102 |
|
|
2023
Q4 | $298K | Buy |
2,831
+13
| +0.5% | +$1.37K | 0.03% | 109 |
|
|
2023
Q3 | $298K | Buy |
2,818
+2
| +0.1% | +$212 | 0.03% | 107 |
|
|
2023
Q2 | $335K | Buy |
2,816
+3
| +0.1% | +$357 | 0.04% | 103 |
|
|
2023
Q1 | $261K | Buy |
2,813
+2
| +0.1% | +$186 | 0.03% | 116 |
|
|
2022
Q4 | $230K | Buy |
+2,811
| New | +$230K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-2,823
| Closed | -$207K | – | 139 |
|
|
2022
Q1 | $207K | Buy |
2,823
+14
| +0.5% | +$1.03K | 0.03% | 137 |
|
|
2021
Q4 | $245K | Sell |
2,809
-4
| -0.1% | -$349 | 0.03% | 130 |
|
|
2021
Q3 | $245K | Buy |
+2,813
| New | +$245K | 0.04% | 119 |
|