NWM
Northwest Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
3,276
+84
| +3% | +$18.4K | 0.13% | 85 |
|
|
2025
Q1 | $446K | Buy |
3,192
+683
| +27% | +$95.5K | 0.09% | 103 |
|
|
2024
Q4 | $418K | Buy |
2,509
+109
| +5% | +$18.2K | 0.09% | 104 |
|
|
2024
Q3 | $409K | Buy |
2,400
+14
| +0.6% | +$2.39K | 0.1% | 105 |
|
|
2024
Q2 | $337K | Buy |
2,386
+12
| +0.5% | +$1.69K | 0.09% | 114 |
|
|
2024
Q1 | $298K | Sell |
2,374
-20
| -0.8% | -$2.51K | 0.08% | 127 |
|
|
2023
Q4 | $252K | Buy |
2,394
+27
| +1% | +$2.85K | 0.08% | 133 |
|
|
2023
Q3 | $251K | Buy |
2,367
+67
| +3% | +$7.1K | 0.09% | 128 |
|
|
2023
Q2 | $274K | Buy |
2,300
+10
| +0.4% | +$1.19K | 0.1% | 124 |
|
|
2023
Q1 | $213K | Buy |
+2,290
| New | +$213K | 0.08% | 142 |
|
|
2019
Q2 | – | Sell |
-1,795
| Closed | -$96K | – | 363 |
|
|
2019
Q1 | $96K | Sell |
1,795
-385
| -18% | -$20.6K | 0.07% | 165 |
|
|
2018
Q4 | $98K | Sell |
2,180
-11
| -0.5% | -$494 | 0.08% | 146 |
|
|
2018
Q3 | $113K | Hold |
2,191
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $97K | Hold |
2,191
| – | – | 0.07% | 154 |
|
|
2018
Q1 | $100K | Buy |
+2,191
| New | +$100K | 0.07% | 150 |
|