MGWM
Marks Group Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
11,432
-1,607
| -12% | -$351K | 0.23% | 108 |
|
|
2025
Q1 | $1.82M | Sell |
13,039
-141
| -1% | -$19.7K | 0.18% | 128 |
|
|
2024
Q4 | $2.2M | Sell |
13,180
-202
| -2% | -$33.7K | 0.22% | 113 |
|
|
2024
Q3 | $2.28M | Buy |
13,382
+4
| +0% | +$682 | 0.22% | 116 |
|
|
2024
Q2 | $1.89M | Sell |
13,378
-1,531
| -10% | -$216K | 0.2% | 124 |
|
|
2024
Q1 | $1.87M | Sell |
14,909
-780
| -5% | -$98K | 0.2% | 127 |
|
|
2023
Q4 | $1.65M | Sell |
15,689
-1,189
| -7% | -$125K | 0.19% | 134 |
|
|
2023
Q3 | $1.79M | Sell |
16,878
-1,178
| -7% | -$125K | 0.22% | 131 |
|
|
2023
Q2 | $2.15M | Sell |
18,056
-5,409
| -23% | -$644K | 0.26% | 120 |
|
|
2023
Q1 | $2.18M | Buy |
23,465
+1,327
| +6% | +$123K | 0.28% | 113 |
|
|
2022
Q4 | $1.81M | Buy |
22,138
+1,758
| +9% | +$144K | 0.25% | 120 |
|
|
2022
Q3 | $1.24M | Buy |
20,380
+2,319
| +13% | +$142K | 0.19% | 138 |
|
|
2022
Q2 | $1.26M | Buy |
18,061
+2,399
| +15% | +$168K | 0.18% | 141 |
|
|
2022
Q1 | $1.3M | Buy |
15,662
+3,116
| +25% | +$258K | 0.16% | 138 |
|
|
2021
Q4 | $1.1M | Buy |
12,546
+3,092
| +33% | +$271K | 0.13% | 163 |
|
|
2021
Q3 | $829K | Buy |
9,454
+1,710
| +22% | +$150K | 0.11% | 167 |
|
|
2021
Q2 | $599K | Buy |
7,744
+91
| +1% | +$7.04K | 0.08% | 170 |
|
|
2021
Q1 | $529K | Buy |
7,653
+390
| +5% | +$27K | 0.08% | 172 |
|
|
2020
Q4 | $470K | Sell |
7,263
-129
| -2% | -$8.35K | 0.07% | 176 |
|
|
2020
Q3 | $441K | Buy |
7,392
+127
| +2% | +$7.58K | 0.08% | 175 |
|
|
2020
Q2 | $399K | Buy |
7,265
+1,173
| +19% | +$64.4K | 0.08% | 173 |
|
|
2020
Q1 | $300K | Buy |
+6,092
| New | +$300K | 0.08% | 177 |
|