LAM
Lewis Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
19,409
+11,991
| +162% | +$2.62M | 2% | 7 |
|
|
2025
Q1 | $1.04M | Sell |
7,418
-213
| -3% | -$29.8K | 0.86% | 28 |
|
|
2024
Q4 | $1.27M | Buy |
7,631
+425
| +6% | +$70.8K | 0.97% | 22 |
|
|
2024
Q3 | $1.23M | Buy |
7,206
+1,152
| +19% | +$196K | 0.9% | 21 |
|
|
2024
Q2 | $855K | Buy |
6,054
+617
| +11% | +$87.1K | 0.65% | 33 |
|
|
2024
Q1 | $683K | Buy |
5,437
+117
| +2% | +$14.7K | 0.56% | 42 |
|
|
2023
Q4 | $561K | Buy |
+5,320
| New | +$561K | 0.52% | 50 |
|