LWM
Lodestone Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,324
+708
| +15% | +$155K | 0.57% | 55 |
|
|
2025
Q1 | $645K | Buy |
4,616
+3
| +0.1% | +$419 | 0.34% | 72 |
|
|
2024
Q4 | $769K | Sell |
4,613
-56
| -1% | -$9.33K | 0.39% | 70 |
|
|
2024
Q3 | $796K | Sell |
4,669
-72
| -2% | -$12.3K | 0.4% | 67 |
|
|
2024
Q2 | $669K | Sell |
4,741
-17
| -0.4% | -$2.4K | 0.35% | 70 |
|
|
2024
Q1 | $598K | Sell |
4,758
-31
| -0.6% | -$3.89K | 0.31% | 75 |
|
|
2023
Q4 | $505K | Buy |
+4,789
| New | +$505K | 0.29% | 80 |
|
|
2023
Q3 | – | Sell |
-4,813
| Closed | -$573K | – | 133 |
|
|
2023
Q2 | $573K | Sell |
4,813
-22
| -0.5% | -$2.62K | 0.39% | 68 |
|
|
2023
Q1 | $449K | Sell |
4,835
-63
| -1% | -$5.85K | 0.35% | 73 |
|
|
2022
Q4 | $400K | Buy |
+4,898
| New | +$400K | 0.32% | 78 |
|