MSWM
McGlone Suttner Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
2,845
-793
| -22% | -$173K | 0.09% | 97 |
|
|
2025
Q1 | $509K | Sell |
3,638
-1,127
| -24% | -$158K | 0.08% | 112 |
|
|
2024
Q4 | $794K | Buy |
4,765
+218
| +5% | +$36.3K | 0.13% | 75 |
|
|
2024
Q3 | $775K | Buy |
4,547
+907
| +25% | +$155K | 0.16% | 72 |
|
|
2024
Q2 | $384K | Sell |
3,640
-184
| -5% | -$19.4K | 0.08% | 101 |
|
|
2024
Q1 | $480K | Buy |
3,824
+184
| +5% | +$23.1K | 0.09% | 98 |
|
|
2023
Q4 | $384K | Buy |
3,640
+1,480
| +69% | +$156K | 0.08% | 101 |
|
|
2023
Q3 | $229K | Buy |
2,160
+209
| +11% | +$22.2K | 0.05% | 129 |
|
|
2023
Q2 | $232K | Buy |
+1,951
| New | +$232K | 0.05% | 132 |
|