CNWM
ORCL icon

Clay Northam Wealth Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,644
Closed -$274K 95
2024
Q4
$274K Buy
1,644
+25
+2% +$4.17K 0.18% 69
2024
Q3
$276K Buy
1,619
+32
+2% +$5.45K 0.19% 63
2024
Q2
$224K Buy
+1,587
New +$224K 0.17% 74