MTWM
Masso Torrence Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
1,443
+2
| +0.1% | +$437 | 0.15% | 80 |
|
|
2025
Q1 | $201K | Sell |
1,441
-35
| -2% | -$4.89K | 0.11% | 93 |
|
|
2024
Q4 | $246K | Buy |
1,476
+49
| +3% | +$8.17K | 0.13% | 85 |
|
|
2024
Q3 | $243K | Hold |
1,427
| – | – | 0.13% | 84 |
|
|
2024
Q2 | $201K | Buy |
+1,427
| New | +$201K | 0.11% | 86 |
|
|
2022
Q1 | – | Sell |
-1,601
| Closed | -$140K | – | 267 |
|
|
2021
Q4 | $140K | Buy |
+1,601
| New | +$140K | 0.1% | 103 |
|