GWMR
GC Wealth Management RIA’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
40,148
+32,737
| +442% | +$7.16M | 0.72% | 20 |
|
|
2025
Q1 | $1.04M | Sell |
7,411
-1,393
| -16% | -$195K | 0.19% | 104 |
|
|
2024
Q4 | $1.47M | Buy |
8,804
+56
| +0.6% | +$9.33K | 0.26% | 81 |
|
|
2024
Q3 | $1.49M | Buy |
8,748
+1,831
| +26% | +$312K | 0.26% | 80 |
|
|
2024
Q2 | $977K | Sell |
6,917
-552
| -7% | -$77.9K | 0.19% | 103 |
|
|
2024
Q1 | $938K | Buy |
7,469
+780
| +12% | +$98K | 0.19% | 105 |
|
|
2023
Q4 | $705K | Buy |
+6,689
| New | +$705K | 0.32% | 83 |
|