JWM
Jackson Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
47,716
+14,395
| +43% | +$3.15M | 1.14% | 21 |
|
|
2025
Q1 | $4.66M | Buy |
33,321
+24,643
| +284% | +$3.45M | 0.57% | 48 |
|
|
2024
Q4 | $1.45M | Buy |
+8,678
| New | +$1.45M | 0.16% | 80 |
|
|
2019
Q3 | – | Sell |
-46,668
| Closed | -$2.77M | – | 134 |
|
|
2019
Q2 | $2.77M | Buy |
46,668
+21,218
| +83% | +$1.26M | 0.6% | 46 |
|
|
2019
Q1 | $1.37M | Buy |
+25,450
| New | +$1.37M | 0.33% | 73 |
|
|
2017
Q4 | – | Sell |
-10,200
| Closed | -$492K | – | 97 |
|
|
2017
Q3 | $492K | Buy |
+10,200
| New | +$492K | 0.13% | 83 |
|