KMWM
Keudell/Morrison Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
9,845
-413
| -4% | -$90.3K | 0.48% | 44 |
|
|
2025
Q1 | $1.43M | Sell |
10,258
-1,174
| -10% | -$164K | 0.34% | 54 |
|
|
2024
Q4 | $1.91M | Buy |
11,432
+104
| +0.9% | +$17.3K | 0.5% | 43 |
|
|
2024
Q3 | $1.93M | Buy |
11,328
+726
| +7% | +$124K | 0.52% | 43 |
|
|
2024
Q2 | $1.5M | Sell |
10,602
-369
| -3% | -$52.1K | 0.44% | 50 |
|
|
2024
Q1 | $1.38M | Buy |
10,971
+124
| +1% | +$15.6K | 0.42% | 50 |
|
|
2023
Q4 | $1.14M | Buy |
10,847
+1,033
| +11% | +$109K | 0.38% | 54 |
|
|
2023
Q3 | $1.04M | Buy |
9,814
+131
| +1% | +$13.9K | 0.32% | 58 |
|
|
2023
Q2 | $1.15M | Sell |
9,683
-732
| -7% | -$87.2K | 0.33% | 56 |
|
|
2023
Q1 | $968K | Sell |
10,415
-114
| -1% | -$10.6K | 0.29% | 58 |
|
|
2022
Q4 | $861K | Sell |
10,529
-133
| -1% | -$10.9K | 0.28% | 67 |
|
|
2022
Q3 | $651K | Buy |
10,662
+675
| +7% | +$41.2K | 0.24% | 81 |
|
|
2022
Q2 | $698K | Buy |
9,987
+219
| +2% | +$15.3K | 0.25% | 79 |
|
|
2022
Q1 | $808K | Sell |
9,768
-1,205
| -11% | -$99.7K | 0.34% | 72 |
|
|
2021
Q4 | $957K | Buy |
10,973
+113
| +1% | +$9.86K | 0.38% | 61 |
|
|
2021
Q3 | $946K | Buy |
10,860
+152
| +1% | +$13.2K | 0.41% | 61 |
|
|
2021
Q2 | $834K | Sell |
10,708
-159
| -1% | -$12.4K | 0.46% | 69 |
|
|
2021
Q1 | $763K | Buy |
10,867
+114
| +1% | +$8K | 0.44% | 68 |
|
|
2020
Q4 | $696K | Buy |
10,753
+419
| +4% | +$27.1K | 0.44% | 71 |
|
|
2020
Q3 | $617K | Sell |
10,334
-96
| -0.9% | -$5.73K | 0.4% | 69 |
|
|
2020
Q2 | $576K | Buy |
10,430
+465
| +5% | +$25.7K | 0.48% | 73 |
|
|
2020
Q1 | $482K | Sell |
9,965
-2,406
| -19% | -$116K | 0.47% | 75 |
|
|
2019
Q4 | $655K | Sell |
12,371
-6,410
| -34% | -$339K | 0.45% | 67 |
|
|
2019
Q3 | $1.03M | Buy |
18,781
+39
| +0.2% | +$2.15K | 0.85% | 41 |
|
|
2019
Q2 | $1M | Sell |
18,742
-932
| -5% | -$49.7K | 0.88% | 42 |
|
|
2019
Q1 | $1.06M | Buy |
+19,674
| New | +$1.06M | 0.93% | 37 |
|