EWM
Endowment Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
2,132
-123
| -5% | -$26.9K | 0.24% | 78 |
|
|
2025
Q1 | $315K | Buy |
2,255
+43
| +2% | +$6.01K | 0.2% | 101 |
|
|
2024
Q4 | $369K | Sell |
2,212
-121
| -5% | -$20.2K | 0.25% | 80 |
|
|
2024
Q3 | $398K | Sell |
2,333
-81
| -3% | -$13.8K | 0.26% | 78 |
|
|
2024
Q2 | $341K | Buy |
2,414
+1
| +0% | +$141 | 0.25% | 84 |
|
|
2024
Q1 | $303K | Buy |
2,413
+3
| +0.1% | +$377 | 0.23% | 95 |
|
|
2023
Q4 | $254K | Buy |
+2,410
| New | +$254K | 0.21% | 106 |
|