DWAM
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Duncan Williams Asset Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
3,019
+17
+0.6% +$3.72K 0.21% 72
2025
Q1
$420K Sell
3,002
-74
-2% -$10.3K 0.15% 92
2024
Q4
$513K Buy
3,076
+1,800
+141% +$300K 0.2% 82
2024
Q3
$217K Buy
+1,276
New +$217K 0.12% 118