MWM
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Mindset Wealth Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
7,082
+238
+3% +$52K 0.51% 16
2025
Q1
$957K Buy
6,844
+639
+10% +$89.3K 0.37% 26
2024
Q4
$1.03M Buy
6,205
+35
+0.6% +$5.83K 0.38% 19
2024
Q3
$1.05M Buy
+6,170
New +$1.05M 0.43% 17