GM
GeoWealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
21,516
+10,614
| +97% | +$2.32M | 0.18% | 67 |
|
|
2025
Q1 | $1.52M | Sell |
10,902
-6,428
| -37% | -$899K | 0.06% | 193 |
|
|
2024
Q4 | $2.89M | Buy |
17,330
+274
| +2% | +$45.7K | 0.09% | 144 |
|
|
2024
Q3 | $2.91M | Buy |
17,056
+2,269
| +15% | +$387K | 0.1% | 150 |
|
|
2024
Q2 | $2.09M | Buy |
14,787
+1,441
| +11% | +$203K | 0.09% | 155 |
|
|
2024
Q1 | $1.68M | Buy |
13,346
+4,166
| +45% | +$523K | 0.06% | 202 |
|
|
2023
Q4 | $968K | Buy |
9,180
+7,787
| +559% | +$821K | 0.08% | 214 |
|
|
2023
Q3 | $148K | Buy |
1,393
+853
| +158% | +$90.6K | 0.02% | 309 |
|
|
2023
Q2 | $64K | Buy |
540
+433
| +405% | +$51.3K | 0.01% | 320 |
|
|
2023
Q1 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 342 |
|