LWAM

Legacy Wealth Asset Management’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$303K	Buy	+1,387	New	+$303K	0.08%	316
2025 Q1	–	Sell	-1,390	Closed	-$232K	–	359
2024 Q4	$232K	Sell	1,390 -2	-0.1%	-$333	0.06%	332
2024 Q3	$237K	Buy	+1,392	New	+$237K	0.06%	327