NQWM
Northwest Quadrant Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
1,769
-97
| -5% | -$21.2K | 0.09% | 38 |
|
|
2025
Q1 | $261K | Sell |
1,866
-1
| -0.1% | -$140 | 0.06% | 53 |
|
|
2024
Q4 | $311K | Buy |
1,867
+179
| +11% | +$29.8K | 0.07% | 50 |
|
|
2024
Q3 | $288K | Buy |
1,688
+3
| +0.2% | +$511 | 0.07% | 48 |
|
|
2024
Q2 | $238K | Sell |
1,685
-131
| -7% | -$18.5K | 0.06% | 54 |
|
|
2024
Q1 | $228K | Buy |
+1,816
| New | +$228K | 0.06% | 59 |
|