MWM
MinichMacGregor Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+1,091
| New | +$238K | 0.05% | 110 |
|
|
2025
Q1 | – | Sell |
-2,022
| Closed | -$337K | – | 139 |
|
|
2024
Q4 | $337K | Buy |
2,022
+61
| +3% | +$10.2K | 0.07% | 90 |
|
|
2024
Q3 | $334K | Buy |
+1,961
| New | +$334K | 0.07% | 83 |
|
|
2023
Q1 | – | Sell |
-1,067
| Closed | -$87.2K | – | 467 |
|
|
2022
Q4 | $87.2K | Buy |
+1,067
| New | +$87.2K | 0.03% | 125 |
|
|
2020
Q2 | – | Sell |
-22,649
| Closed | -$1.2M | – | 97 |
|
|
2020
Q1 | $1.2M | Buy |
+22,649
| New | +$1.2M | 1.08% | 20 |
|
|
2019
Q1 | – | Sell |
-64,554
| Closed | -$3.12M | – | 101 |
|
|
2018
Q4 | $3.12M | Buy |
64,554
+63,769
| +8,123% | +$3.08M | 2.14% | 7 |
|
|
2018
Q3 | $40K | Sell |
785
-66
| -8% | -$3.36K | 0.03% | 136 |
|
|
2018
Q2 | $38K | Buy |
851
+1
| +0.1% | +$45 | 0.03% | 129 |
|
|
2018
Q1 | $38K | Buy |
850
+51
| +6% | +$2.28K | 0.03% | 132 |
|
|
2017
Q4 | $37K | Buy |
799
+150
| +23% | +$6.95K | 0.03% | 130 |
|
|
2017
Q3 | $31K | Buy |
649
+121
| +23% | +$5.78K | 0.03% | 144 |
|
|
2017
Q2 | $26K | Buy |
528
+19
| +4% | +$936 | 0.02% | 158 |
|
|
2017
Q1 | $22K | Buy |
509
+32
| +7% | +$1.38K | 0.02% | 173 |
|
|
2016
Q4 | $18K | Buy |
477
+1
| +0.2% | +$38 | 0.02% | 188 |
|
|
2016
Q3 | $18K | Buy |
476
+1
| +0.2% | +$38 | 0.02% | 194 |
|
|
2016
Q2 | $19K | Buy |
475
+2
| +0.4% | +$80 | 0.02% | 182 |
|
|
2016
Q1 | $19K | Buy |
473
+3
| +0.6% | +$121 | 0.02% | 181 |
|
|
2015
Q4 | $20K | Buy |
+470
| New | +$20K | 0.02% | 166 |
|