MPWM Advisory Solutions’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.3K Sell
65
-233
-78% -$51.1K 0.01% 272
2025
Q1
$41.7K Buy
298
+85
+40% +$11.9K 0.03% 162
2024
Q4
$35.5K Buy
+213
New +$35.5K 0.03% 188