HWMG
Hurlow Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
4,250
+101
| +2% | +$22.1K | 0.26% | 42 |
|
|
2025
Q1 | $580K | Hold |
4,149
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $691K | Buy |
4,149
+70
| +2% | +$11.7K | 0.22% | 46 |
|
|
2024
Q3 | $695K | Hold |
4,079
| – | – | 0.22% | 44 |
|
|
2024
Q2 | $576K | Hold |
4,079
| – | – | 0.2% | 54 |
|
|
2024
Q1 | $512K | Hold |
4,079
| – | – | 0.18% | 64 |
|
|
2023
Q4 | $430K | Sell |
4,079
-1
| -0% | -$105 | 0.16% | 69 |
|
|
2023
Q3 | $432K | Hold |
4,080
| – | – | 0.19% | 67 |
|
|
2023
Q2 | $486K | Sell |
4,080
-2
| -0% | -$238 | 0.21% | 61 |
|
|
2023
Q1 | $379K | Buy |
4,082
+4
| +0.1% | +$372 | 0.18% | 72 |
|
|
2022
Q4 | $333K | Buy |
4,078
+50
| +1% | +$4.09K | 0.17% | 74 |
|
|
2022
Q3 | $246K | Buy |
4,028
+28
| +0.7% | +$1.71K | 0.14% | 83 |
|
|
2022
Q2 | $279K | Hold |
4,000
| – | – | 0.16% | 76 |
|
|
2022
Q1 | $331K | Hold |
4,000
| – | – | 0.2% | 68 |
|
|
2021
Q4 | $242K | Hold |
4,000
| – | – | 0.19% | 79 |
|
|
2021
Q3 | $349K | Hold |
4,000
| – | – | 0.21% | 68 |
|
|
2021
Q2 | $311K | Hold |
4,000
| – | – | 0.2% | 71 |
|
|
2021
Q1 | $281K | Hold |
4,000
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $259K | Hold |
4,000
| – | – | 0.2% | 77 |
|
|
2020
Q3 | $239K | Hold |
4,000
| – | – | 0.22% | 75 |
|
|
2020
Q2 | $228K | Hold |
4,000
| – | – | 0.22% | 80 |
|
|
2020
Q1 | $213K | Hold |
4,000
| – | – | 0.23% | 82 |
|
|
2019
Q4 | $219K | Hold |
4,000
| – | – | 0.21% | 90 |
|
|
2019
Q3 | $226K | Hold |
4,000
| – | – | 0.24% | 85 |
|
|
2019
Q2 | $235K | Hold |
4,000
| – | – | 0.25% | 84 |
|
|
2019
Q1 | $221K | Buy |
+4,000
| New | +$221K | 0.24% | 87 |
|