JWM
Jeppson Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
26,404
-1,016
| -4% | -$222K | 2% | 10 |
|
|
2025
Q1 | $3.83M | Sell |
27,420
-282
| -1% | -$39.4K | 1.4% | 14 |
|
|
2024
Q4 | $4.62M | Sell |
27,702
-167
| -0.6% | -$27.8K | 1.67% | 10 |
|
|
2024
Q3 | $4.75M | Sell |
27,869
-5
| -0% | -$852 | 1.7% | 9 |
|
|
2024
Q2 | $3.94M | Sell |
27,874
-99
| -0.4% | -$14K | 1.5% | 11 |
|
|
2024
Q1 | $3.51M | Sell |
27,973
-400
| -1% | -$50.2K | 1.36% | 13 |
|
|
2023
Q4 | $2.99M | Sell |
28,373
-251
| -0.9% | -$26.5K | 1.24% | 15 |
|
|
2023
Q3 | $3.03M | Sell |
28,624
-713
| -2% | -$75.5K | 1.39% | 14 |
|
|
2023
Q2 | $3.49M | Sell |
29,337
-1,415
| -5% | -$169K | 1.52% | 10 |
|
|
2023
Q1 | $2.86M | Sell |
30,752
-1,217
| -4% | -$113K | 1.24% | 16 |
|
|
2022
Q4 | $2.61M | Buy |
31,969
+3,191
| +11% | +$261K | 1.1% | 19 |
|
|
2022
Q3 | $1.76M | Buy |
28,778
+2,168
| +8% | +$132K | 0.8% | 26 |
|
|
2022
Q2 | $1.86M | Buy |
26,610
+11,602
| +77% | +$811K | 0.8% | 26 |
|
|
2022
Q1 | $1.24M | Buy |
15,008
+484
| +3% | +$40K | 0.58% | 43 |
|
|
2021
Q4 | $1.27M | Sell |
14,524
-200
| -1% | -$17.4K | 0.61% | 38 |
|
|
2021
Q3 | $1.28M | Hold |
14,724
| – | – | 0.67% | 33 |
|
|
2021
Q2 | $1.15M | Sell |
14,724
-1,000
| -6% | -$77.8K | 0.62% | 42 |
|
|
2021
Q1 | $1.1M | Sell |
15,724
-1,150
| -7% | -$80.7K | 0.66% | 39 |
|
|
2020
Q4 | $1.09M | Buy |
16,874
+125
| +0.7% | +$8.09K | 0.73% | 32 |
|
|
2020
Q3 | $1M | Buy |
+16,749
| New | +$1M | 0.78% | 31 |
|