GGM Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $4.91M | Sell |
35,056
-223
| -0.6% | -$31.3K | 2.73% | 5 |
|
2024
Q4 | $5.88M | Sell |
35,279
-2,105
| -6% | -$351K | 3.07% | 5 |
|
2024
Q3 | $6.37M | Sell |
37,384
-159
| -0.4% | -$27.1K | 2.74% | 7 |
|
2024
Q2 | $5.3M | Sell |
37,543
-284
| -0.8% | -$40.1K | 2.42% | 9 |
|
2024
Q1 | $4.66M | Sell |
37,827
-32,357
| -46% | -$3.99M | 2.17% | 12 |
|
2023
Q4 | $8.05M | Buy |
70,184
+1,264
| +2% | +$145K | 3.33% | 6 |
|
2023
Q3 | $7.3M | Sell |
68,920
-238
| -0.3% | -$25.2K | 3.16% | 6 |
|
2023
Q2 | $7.94M | Sell |
69,158
-218
| -0.3% | -$25K | 3.22% | 6 |
|
2023
Q1 | $6.45M | Sell |
69,376
-374
| -0.5% | -$34.8K | 3.68% | 9 |
|
2022
Q4 | $5.97M | Sell |
69,750
-393
| -0.6% | -$33.7K | 3.08% | 8 |
|
2022
Q3 | $5.13M | Buy |
70,143
+97
| +0.1% | +$7.09K | 2.77% | 11 |
|
2022
Q2 | $4.93M | Buy |
70,046
+100
| +0.1% | +$7.04K | 2.75% | 10 |
|
2022
Q1 | $5.56M | Buy |
+69,946
| New | +$5.56M | 2.79% | 10 |
|