CTWM
Cherry Tree Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3K | Sell |
413
-85
| -17% | -$18.6K | 0.02% | 226 |
|
|
2025
Q1 | $69.6K | Hold |
498
| – | – | 0.02% | 236 |
|
|
2024
Q4 | $83K | Hold |
498
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $84.9K | Hold |
498
| – | – | 0.02% | 229 |
|
|
2024
Q2 | $70.3K | Sell |
498
-97
| -16% | -$13.7K | 0.02% | 233 |
|
|
2024
Q1 | $74.7K | Buy |
595
+22
| +4% | +$2.76K | 0.02% | 226 |
|
|
2023
Q4 | $60.4K | Buy |
573
+205
| +56% | +$21.6K | 0.02% | 230 |
|
|
2023
Q3 | $39K | Hold |
368
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $43.8K | Buy |
+368
| New | +$43.8K | 0.01% | 238 |
|