CWP
CFM Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+1,069
| New | +$234K | 0.04% | 129 |
|
|
2020
Q3 | – | Sell |
-2,268
| Closed | -$125K | – | 370 |
|
|
2020
Q2 | $125K | Hold |
2,268
| – | – | 0.05% | 179 |
|
|
2020
Q1 | $110K | Sell |
2,268
-335
| -13% | -$16.2K | 0.05% | 187 |
|
|
2019
Q4 | $144K | Buy |
+2,603
| New | +$144K | 0.05% | 171 |
|