JWS
Juncture Wealth Strategies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
2,158
+1
| +0% | +$219 | 0.17% | 75 |
|
|
2025
Q1 | $302K | Hold |
2,157
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $359K | Buy |
2,157
+40
| +2% | +$6.67K | 0.13% | 91 |
|
|
2024
Q3 | $361K | Buy |
2,117
+23
| +1% | +$3.92K | 0.14% | 90 |
|
|
2024
Q2 | $296K | Hold |
2,094
| – | – | 0.12% | 86 |
|
|
2024
Q1 | $263K | Hold |
2,094
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $221K | Hold |
2,094
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $222K | Hold |
2,094
| – | – | 0.11% | 109 |
|
|
2023
Q2 | $249K | Buy |
+2,094
| New | +$249K | 0.12% | 107 |
|