LWL
Leo Wealth LLC’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
7,145
+131
| +2% | +$28.6K | 0.12% | 134 |
|
|
2025
Q1 | $981K | Buy |
7,014
+789
| +13% | +$110K | 0.14% | 126 |
|
|
2024
Q4 | $1.04M | Sell |
6,225
-49
| -0.8% | -$8.17K | 0.09% | 154 |
|
|
2024
Q3 | $1.07M | Buy |
6,274
+543
| +9% | +$92.5K | 0.1% | 147 |
|
|
2024
Q2 | $811K | Sell |
5,731
-4,091
| -42% | -$579K | 0.08% | 164 |
|
|
2024
Q1 | $1.23M | Sell |
9,822
-873
| -8% | -$110K | 0.13% | 127 |
|
|
2023
Q4 | $1.13M | Buy |
+10,695
| New | +$1.13M | 0.12% | 132 |
|