GWM
Guardian Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-176
| Closed | -$24.7K | – | 157 |
|
|
2025
Q1 | $24.7K | Hold |
176
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $29.4K | Hold |
176
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $30K | Hold |
176
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $24.8K | Buy |
176
+1
| +0.6% | +$141 | 0.02% | 132 |
|
|
2024
Q1 | $22K | Buy |
175
+1
| +0.6% | +$126 | 0.02% | 134 |
|
|
2023
Q4 | $18.4K | Hold |
174
| – | – | 0.02% | 139 |
|
|
2023
Q3 | $18.4K | Buy |
174
+1
| +0.6% | +$106 | 0.02% | 140 |
|
|
2023
Q2 | $20.6K | Buy |
173
+1
| +0.6% | +$119 | 0.02% | 136 |
|
|
2023
Q1 | $16K | Hold |
172
| – | – | 0.02% | 143 |
|
|
2022
Q4 | $14K | Buy |
172
+1
| +0.6% | +$82 | 0.01% | 154 |
|
|
2022
Q3 | $10K | Buy |
171
+1
| +0.6% | +$58 | 0.01% | 161 |
|
|
2022
Q2 | $12K | Hold |
170
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $14K | Buy |
170
+1
| +0.6% | +$82 | 0.01% | 164 |
|
|
2021
Q4 | $15K | Buy |
+169
| New | +$15K | 0.01% | 160 |
|