MSWM
Mowery & Schoenfeld Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
4,211
-12
| -0.3% | -$2.62K | 1.4% | 14 |
|
|
2025
Q1 | $590K | Buy |
4,223
+20
| +0.5% | +$2.8K | 1.16% | 20 |
|
|
2024
Q4 | $700K | Buy |
4,203
+3,615
| +615% | +$602K | 1.36% | 15 |
|
|
2024
Q3 | $100K | Hold |
588
| – | – | 0.16% | 61 |
|
|
2024
Q2 | $83K | Buy |
588
+256
| +77% | +$36.1K | 0.12% | 72 |
|
|
2024
Q1 | $41.7K | Hold |
332
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $35K | Buy |
+332
| New | +$35K | 0.07% | 81 |
|