CWA
CJM Wealth Advisers’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
2,306
| – | – | 0.17% | 43 |
|
|
2025
Q1 | $322K | Hold |
2,306
| – | – | 0.11% | 51 |
|
|
2024
Q4 | $384K | Hold |
2,306
| – | – | 0.13% | 45 |
|
|
2024
Q3 | $393K | Hold |
2,306
| – | – | 0.13% | 43 |
|
|
2024
Q2 | $330K | Buy |
2,306
+88
| +4% | +$12.6K | 0.12% | 43 |
|
|
2024
Q1 | $279K | Hold |
2,218
| – | – | 0.11% | 51 |
|
|
2023
Q4 | $234K | Hold |
2,218
| – | – | 0.1% | 54 |
|
|
2023
Q3 | $235K | Sell |
2,218
-456
| -17% | -$48.3K | 0.11% | 49 |
|
|
2023
Q2 | $318K | Sell |
2,674
-650
| -20% | -$77.4K | 0.16% | 40 |
|
|
2023
Q1 | $309K | Hold |
3,324
| – | – | 0.18% | 39 |
|
|
2022
Q4 | $272K | Hold |
3,324
| – | – | 0.17% | 44 |
|
|
2022
Q3 | $203K | Hold |
3,324
| – | – | 0.14% | 50 |
|
|
2022
Q2 | $232K | Sell |
3,324
-385
| -10% | -$26.9K | 0.16% | 47 |
|
|
2022
Q1 | $307K | Hold |
3,709
| – | – | 0.21% | 45 |
|
|
2021
Q4 | $323K | Buy |
+3,709
| New | +$323K | 0.23% | 45 |
|