CSWM
Cassady Schiller Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $313K | Buy |
1,879
+112
| +6% | +$18.7K | 0.11% | 87 |
|
|
2024
Q3 | $301K | Hold |
1,767
| – | – | 0.11% | 92 |
|
|
2024
Q2 | $249K | Sell |
1,767
-249
| -12% | -$35.2K | 0.1% | 99 |
|
|
2024
Q1 | $253K | Buy |
2,016
+10
| +0.5% | +$1.26K | 0.11% | 97 |
|
|
2023
Q4 | $211K | Hold |
2,006
| – | – | 0.11% | 104 |
|
|
2023
Q3 | $212K | Buy |
2,006
+59
| +3% | +$6.25K | 0.12% | 96 |
|
|
2023
Q2 | $232K | Buy |
1,947
+157
| +9% | +$18.7K | 0.13% | 93 |
|
|
2023
Q1 | $166K | Hold |
1,790
| – | – | 0.08% | 113 |
|
|
2022
Q4 | $146K | Buy |
+1,790
| New | +$146K | 0.09% | 114 |
|
|
2022
Q1 | – | Sell |
-1,821
| Closed | -$159K | – | 446 |
|
|
2021
Q4 | $159K | Buy |
+1,821
| New | +$159K | 0.1% | 112 |
|