LWM
LJI Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
5,263
+47
| +0.9% | +$10.3K | 0.2% | 51 |
|
|
2025
Q1 | $729K | Buy |
5,216
+167
| +3% | +$23.3K | 0.15% | 65 |
|
|
2024
Q4 | $841K | Buy |
5,049
+66
| +1% | +$11K | 0.17% | 57 |
|
|
2024
Q3 | $849K | Buy |
4,983
+125
| +3% | +$21.3K | 0.17% | 64 |
|
|
2024
Q2 | $686K | Buy |
4,858
+3,248
| +202% | +$459K | 0.15% | 70 |
|
|
2024
Q1 | $202K | Sell |
1,610
-3,273
| -67% | -$411K | 0.05% | 145 |
|
|
2023
Q4 | $515K | Buy |
4,883
+4
| +0.1% | +$422 | 0.13% | 87 |
|
|
2023
Q3 | $517K | Sell |
4,879
-189,286
| -97% | -$20M | 0.15% | 73 |
|
|
2023
Q2 | $537K | Buy |
194,165
+189,943
| +4,499% | +$526K | 0.16% | 70 |
|
|
2023
Q1 | $392K | Hold |
4,222
| – | – | 0.12% | 89 |
|
|
2022
Q4 | $345K | Buy |
+4,222
| New | +$345K | 0.12% | 88 |
|