FWM
FFT Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
1,881
+306
| +19% | +$76.3K | 0.09% | 72 |
|
|
2025
Q1 | $220K | Sell |
1,575
-445
| -22% | -$62.2K | 0.05% | 94 |
|
|
2024
Q4 | $337K | Buy |
2,020
+111
| +6% | +$18.5K | 0.03% | 133 |
|
|
2024
Q3 | $325K | Buy |
+1,909
| New | +$325K | 0.02% | 126 |
|
|
2021
Q3 | – | Sell |
-146
| Closed | -$11K | – | 201 |
|
|
2021
Q2 | $11K | Buy |
+146
| New | +$11K | ﹤0.01% | 230 |
|