HWM
Hohimer Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,470
| Closed | -$4.24M | – | 277 |
|
|
2024
Q4 | $4.24M | Buy |
25,470
+163
| +0.6% | +$27.2K | 0.8% | 38 |
|
|
2024
Q3 | $4.31M | Buy |
25,307
+431
| +2% | +$73.4K | 0.93% | 37 |
|
|
2024
Q2 | $3.51M | Sell |
24,876
-1,459
| -6% | -$206K | 0.82% | 43 |
|
|
2024
Q1 | $3.31M | Buy |
+26,335
| New | +$3.31M | 0.78% | 47 |
|