GJWM
Gilliland Jeter Wealth Management’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.61M | Sell |
21,093
-275
| -1% | -$60.1K | 1.5% | 13 |
|
2025
Q1 | $2.99M | Sell |
21,368
-510
| -2% | -$71.3K | 1.06% | 23 |
|
2024
Q4 | $3.65M | Sell |
21,878
-7
| -0% | -$1.17K | 1.23% | 18 |
|
2024
Q3 | $3.73M | Sell |
21,885
-81
| -0.4% | -$13.8K | 1.2% | 16 |
|
2024
Q2 | $3.1M | Buy |
21,966
+7
| +0% | +$988 | 1.04% | 24 |
|
2024
Q1 | $2.76M | Buy |
21,959
+2,032
| +10% | +$255K | 0.96% | 27 |
|
2023
Q4 | $2.1M | Buy |
+19,927
| New | +$2.1M | 0.87% | 33 |
|