LA
ORCL icon

LM Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.59M Sell
16,429
-68
-0.4% -$14.9K 0.46% 34
2025
Q1
$2.31M Sell
16,497
-783
-5% -$109K 0.42% 49
2024
Q4
$2.88M Buy
17,280
+48
+0.3% +$8K 0.52% 39
2024
Q3
$2.94M Buy
17,232
+55
+0.3% +$9.37K 0.6% 36
2024
Q2
$2.43M Hold
17,177
﹤0.01% 62
2024
Q1
$2.16M Sell
17,177
-24
-0.1% -$3.02K 0.34% 61
2023
Q4
$1.81M Buy
+17,201
New +$1.81M 0.36% 58