DWM
Diversify Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Sell |
47,736
-965
| -2% | -$245K | 0.75% | 22 |
|
|
2025
Q1 | $6.86M | Buy |
48,701
+1,470
| +3% | +$207K | 0.51% | 44 |
|
|
2024
Q4 | $7.3M | Buy |
47,231
+10,500
| +29% | +$1.62M | 0.57% | 39 |
|
|
2024
Q3 | $6.36M | Buy |
36,731
+8,787
| +31% | +$1.52M | 0.61% | 37 |
|
|
2024
Q2 | $3.57M | Buy |
+27,944
| New | +$3.57M | 0.44% | 49 |
|