PPWM
Paragon Private Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,301
+1,823
| +52% | +$399K | 0.46% | 61 |
|
|
2025
Q1 | $486K | Buy |
3,478
+1,620
| +87% | +$226K | 0.23% | 119 |
|
|
2024
Q4 | $310K | Buy |
1,858
+386
| +26% | +$64.3K | 0.14% | 133 |
|
|
2024
Q3 | $251K | Buy |
+1,472
| New | +$251K | 0.12% | 146 |
|