CWM
Connecticut Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
12,572
+1
| +0% | +$219 | 0.13% | 76 |
|
|
2025
Q1 | $1.76M | Buy |
12,571
+863
| +7% | +$121K | 0.09% | 107 |
|
|
2024
Q4 | $1.95M | Sell |
11,708
-152
| -1% | -$25.3K | 0.1% | 83 |
|
|
2024
Q3 | $2.02M | Sell |
11,860
-276
| -2% | -$47K | 0.1% | 104 |
|
|
2024
Q2 | $1.71M | Buy |
12,136
+454
| +4% | +$64.1K | 0.09% | 107 |
|
|
2024
Q1 | $1.47M | Buy |
11,682
+3
| +0% | +$377 | 0.08% | 113 |
|
|
2023
Q4 | $1.23M | Buy |
11,679
+7,110
| +156% | +$750K | 0.07% | 124 |
|
|
2023
Q3 | $484K | Buy |
4,569
+1,765
| +63% | +$187K | 0.03% | 173 |
|
|
2023
Q2 | $334K | Hold |
2,804
| – | – | 0.02% | 194 |
|
|
2023
Q1 | $261K | Buy |
2,804
+1
| +0% | +$93 | 0.02% | 214 |
|
|
2022
Q4 | $229K | Buy |
+2,803
| New | +$229K | 0.02% | 186 |
|