MWM
Mascoma Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
730
| – | – | 0.04% | 99 |
|
|
2025
Q1 | $102K | Hold |
730
| – | – | 0.03% | 131 |
|
|
2024
Q4 | $122K | Buy |
730
+29
| +4% | +$4.83K | 0.03% | 124 |
|
|
2024
Q3 | $119K | Hold |
701
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $99K | Hold |
701
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $88.1K | Hold |
701
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $73.9K | Hold |
701
| – | – | 0.02% | 153 |
|
|
2023
Q3 | $74.3K | Buy |
701
+95
| +16% | +$10.1K | 0.02% | 152 |
|
|
2023
Q2 | $69.8K | Sell |
606
-234
| -28% | -$27K | 0.02% | 159 |
|
|
2023
Q1 | $79.6K | Hold |
840
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $68.7K | Hold |
840
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $51K | Hold |
840
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $59K | Buy |
840
+50
| +6% | +$3.51K | 0.02% | 223 |
|
|
2022
Q1 | $65K | Hold |
790
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $69K | Buy |
790
+80
| +11% | +$6.99K | 0.02% | 192 |
|
|
2021
Q3 | $62K | Buy |
+710
| New | +$62K | 0.02% | 184 |
|
|
2021
Q2 | – | Sell |
-736
| Closed | -$52K | – | 342 |
|
|
2021
Q1 | $52K | Buy |
+736
| New | +$52K | 0.02% | 203 |
|
|
2019
Q3 | – | Sell |
-1,220
| Closed | -$70K | – | 262 |
|
|
2019
Q2 | $70K | Buy |
1,220
+4
| +0.3% | +$230 | 0.04% | 136 |
|
|
2019
Q1 | $65K | Sell |
1,216
-30
| -2% | -$1.6K | 0.04% | 131 |
|
|
2018
Q4 | $56K | Sell |
1,246
-297
| -19% | -$13.3K | 0.04% | 134 |
|
|
2018
Q3 | $80K | Sell |
1,543
-413
| -21% | -$21.4K | 0.05% | 137 |
|
|
2018
Q2 | $86K | Sell |
1,956
-3,234
| -62% | -$142K | 0.06% | 120 |
|
|
2018
Q1 | $237K | Buy |
5,190
+1,686
| +48% | +$77K | 0.16% | 66 |
|
|
2017
Q4 | $176K | Buy |
3,504
+2,317
| +195% | +$116K | 0.11% | 76 |
|
|
2017
Q3 | $57K | Buy |
1,187
+118
| +11% | +$5.67K | 0.04% | 142 |
|
|
2017
Q2 | $54K | Sell |
1,069
-894
| -46% | -$45.2K | 0.04% | 146 |
|
|
2017
Q1 | $88K | Sell |
1,963
-97
| -5% | -$4.35K | 0.06% | 107 |
|
|
2016
Q4 | $79K | Buy |
+2,060
| New | +$79K | 0.06% | 116 |
|