DWM

Dopkins Wealth Management’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Hold	7,000	–	–	0.69%	36
2025 Q1	$979K	Hold	7,000	–	–	0.5%	37
2024 Q4	$1.17M	Hold	7,000	–	–	0.59%	33
2024 Q3	$1.19M	Buy	+7,000	New	+$1.19M	0.96%	16