MWM
Melfa Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
+1,412
| New | +$309K | 0.2% | 123 |
|
|
2025
Q1 | – | Sell |
-1,417
| Closed | -$236K | – | 203 |
|
|
2024
Q4 | $236K | Hold |
1,417
| – | – | 0.16% | 148 |
|
|
2024
Q3 | $241K | Hold |
1,417
| – | – | 0.16% | 149 |
|
|
2024
Q2 | $200K | Buy |
+1,417
| New | +$200K | 0.14% | 155 |
|