MWM
Marietta Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
2,634
| – | – | 0.08% | 94 |
|
|
2025
Q1 | $368K | Sell |
2,634
-36
| -1% | -$5.03K | 0.05% | 100 |
|
|
2024
Q4 | $445K | Buy |
2,670
+36
| +1% | +$6K | 0.06% | 97 |
|
|
2024
Q3 | $449K | Hold |
2,634
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $372K | Buy |
+2,634
| New | +$372K | 0.06% | 97 |
|
|
2017
Q4 | – | Sell |
-4,997
| Closed | -$242K | – | 118 |
|
|
2017
Q3 | $242K | Sell |
4,997
-960
| -16% | -$46.5K | 0.14% | 107 |
|
|
2017
Q2 | $299K | Sell |
5,957
-400
| -6% | -$20.1K | 0.18% | 104 |
|
|
2017
Q1 | $284K | Sell |
6,357
-1,021
| -14% | -$45.6K | 0.19% | 100 |
|
|
2016
Q4 | $284K | Buy |
+7,378
| New | +$284K | 0.23% | 107 |
|