JWM
JPL Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Sell |
4,554
-88
| -2% | -$19.2K | 0.27% | 78 |
|
|
2025
Q1 | $649K | Sell |
4,642
-118
| -2% | -$16.5K | 0.19% | 84 |
|
|
2024
Q4 | $793K | Buy |
+4,760
| New | +$793K | 0.23% | 78 |
|
|
2024
Q2 | $633K | Buy |
4,485
+30
| +0.7% | +$4.24K | 0.31% | 73 |
|
|
2024
Q1 | $560K | Buy |
4,455
+210
| +5% | +$26.4K | 0.31% | 76 |
|
|
2023
Q4 | $448K | Buy |
+4,245
| New | +$448K | 0.32% | 80 |
|