CWM
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Copia Wealth Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
1,370
-6
-0.4% -$1.31K 0.25% 75
2025
Q1
$192K Buy
1,376
+1,301
+1,735% +$182K 0.18% 88
2024
Q4
$12.5K Buy
+75
New +$12.5K 0.01% 240