FSM Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.46M | Buy |
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|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $777K | Sell |
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|
2023
Q2 | $872K | Buy |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $537K | Buy |
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