LWMM
Legacy Wealth Management (Mississippi)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
1,759
-1,451
| -45% | -$317K | 0.12% | 69 |
|
|
2025
Q1 | $449K | Buy |
3,210
+736
| +30% | +$103K | 0.15% | 68 |
|
|
2024
Q4 | $412K | Sell |
2,474
-1,405
| -36% | -$234K | 0.16% | 74 |
|
|
2024
Q3 | $661K | Buy |
3,879
+2,160
| +126% | +$368K | 0.24% | 65 |
|
|
2024
Q2 | $243K | Hold |
1,719
| – | – | 0.1% | 70 |
|
|
2024
Q1 | $216K | Buy |
+1,719
| New | +$216K | 0.1% | 70 |
|
|
2023
Q3 | – | Sell |
-1,719
| Closed | -$205K | – | 76 |
|
|
2023
Q2 | $205K | Buy |
+1,719
| New | +$205K | 0.1% | 71 |
|