GWM
Graybill Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
915
+635
| +227% | +$139K | 0.07% | 78 |
|
|
2025
Q1 | $39.1K | Buy |
+280
| New | +$39.1K | 0.01% | 105 |
|
|
2014
Q3 | – | Sell |
-53,421
| Closed | -$2.17M | – | 52 |
|
|
2014
Q2 | $2.17M | Sell |
53,421
-70
| -0.1% | -$2.84K | 1.67% | 39 |
|
|
2014
Q1 | $2.19M | Buy |
53,491
+691
| +1% | +$28.3K | 1.8% | 34 |
|
|
2013
Q4 | $2.02M | Sell |
52,800
-188
| -0.4% | -$7.19K | 1.77% | 39 |
|
|
2013
Q3 | $1.76M | Sell |
52,988
-1,847
| -3% | -$61.3K | 1.5% | 42 |
|
|
2013
Q2 | $1.68M | Buy |
+54,835
| New | +$1.68M | 1.51% | 42 |
|