LWMG
Levy Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $355K | Sell |
2,516
-206
| -8% | -$29.1K | 0.09% | 74 |
|
|
2024
Q1 | $287K | Hold |
2,722
| – | – | 0.08% | 82 |
|
|
2023
Q4 | $287K | Hold |
2,722
| – | – | 0.08% | 82 |
|
|
2023
Q3 | $288K | Buy |
2,722
+1
| +0% | +$106 | 0.09% | 85 |
|
|
2023
Q2 | $324K | Buy |
2,721
+1
| +0% | +$119 | 0.1% | 78 |
|
|
2023
Q1 | $253K | Buy |
2,720
+1
| +0% | +$93 | 0.08% | 92 |
|
|
2022
Q4 | $222K | Buy |
+2,719
| New | +$222K | 0.07% | 88 |
|
|
2022
Q2 | – | Sell |
-2,737
| Closed | -$226K | – | 75 |
|
|
2022
Q1 | $226K | Buy |
2,737
+250
| +10% | +$20.6K | 0.09% | 65 |
|
|
2021
Q4 | $217K | Hold |
2,487
| – | – | 0.1% | 73 |
|
|
2021
Q3 | $217K | Buy |
+2,487
| New | +$217K | 0.12% | 65 |
|