CWM
Certus Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Hold |
11,142
| – | – | 1.57% | 18 |
|
|
2025
Q1 | $1.75M | Hold |
11,142
| – | – | 1.19% | 21 |
|
|
2024
Q4 | $1.99M | Buy |
11,142
+3
| +0% | +$537 | 1.33% | 19 |
|
|
2024
Q3 | $1.9M | Sell |
11,139
-22
| -0.2% | -$3.75K | 1.32% | 19 |
|
|
2024
Q2 | $1.58M | Hold |
11,161
| – | – | 1.2% | 20 |
|
|
2024
Q1 | $1.29M | Hold |
11,161
| – | – | 1.03% | 24 |
|
|
2023
Q4 | $1.18M | Sell |
11,161
-161
| -1% | -$17K | 1% | 23 |
|
|
2023
Q3 | $1.2M | Sell |
11,322
-577
| -5% | -$61.1K | 1.15% | 22 |
|
|
2023
Q2 | $1.42M | Buy |
+11,899
| New | +$1.42M | 1.41% | 21 |
|