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CM Wealth Advisors’s Oracle ORCL Stock Holding History

CM Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,496
Closed -$209K – 85
2025
Q1 		$209K Hold
1,496
– – 0.07% 83
2024
Q4 		$249K Hold
1,496
– – 0.08% 76
2024
Q3 		$255K Hold
1,496
– – 0.08% 78
2024
Q2 		$211K Buy
+1,496
New +$211K 0.1% 70