EWM
EPG Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,245
-86
| -2% | -$18.8K | 0.34% | 86 |
|
|
2025
Q1 | $745K | Buy |
+5,331
| New | +$745K | 0.21% | 134 |
|
|
2023
Q4 | – | Sell |
-2,293
| Closed | -$243K | – | 442 |
|
|
2023
Q3 | $243K | Buy |
2,293
+7
| +0.3% | +$742 | 0.07% | 217 |
|
|
2023
Q2 | $272K | Buy |
2,286
+8
| +0.4% | +$953 | 0.08% | 201 |
|
|
2023
Q1 | $212K | Buy |
+2,278
| New | +$212K | 0.07% | 225 |
|
|
2020
Q2 | – | Sell |
-1,933
| Closed | -$93K | – | 578 |
|
|
2020
Q1 | $93K | Buy |
1,933
+552
| +40% | +$26.6K | 0.07% | 183 |
|
|
2019
Q4 | $73K | Buy |
+1,381
| New | +$73K | 0.05% | 181 |
|