HWMO
Heritage Wealth Management (Ohio)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
14,218
-149
| -1% | -$32.6K | 1.01% | 17 |
|
|
2025
Q1 | $2.01M | Sell |
14,367
-44
| -0.3% | -$6.15K | 0.68% | 35 |
|
|
2024
Q4 | $2.4M | Sell |
14,411
-254
| -2% | -$42.3K | 0.8% | 26 |
|
|
2024
Q3 | $2.5M | Sell |
14,665
-115
| -0.8% | -$19.6K | 0.82% | 27 |
|
|
2024
Q2 | $2.14M | Buy |
+14,780
| New | +$2.14M | 0.72% | 27 |
|