CWMU
Caliber Wealth Management (Utah)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.1M | Buy |
24,702
+284
| +1% | +$35.7K | 1.65% | 21 |
|
|
2023
Q4 | $2.57M | Buy |
24,418
+1,020
| +4% | +$108K | 1.51% | 28 |
|
|
2023
Q3 | $2.48M | Buy |
23,398
+1,129
| +5% | +$120K | 1.67% | 18 |
|
|
2023
Q2 | $2.65M | Sell |
22,269
-424
| -2% | -$50.5K | 1.78% | 12 |
|
|
2023
Q1 | $2.11M | Buy |
22,693
+521
| +2% | +$48.4K | 1.58% | 22 |
|
|
2022
Q4 | $1.81M | Buy |
+22,172
| New | +$1.81M | 1.39% | 25 |
|