PWM
PBMares Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
7,216
-3,654
| -34% | -$799K | 0.29% | 45 |
|
|
2025
Q1 | $1.52M | Sell |
10,870
-1,553
| -13% | -$217K | 0.3% | 45 |
|
|
2024
Q4 | $2.07M | Hold |
12,423
| – | – | 0.42% | 36 |
|
|
2024
Q3 | $2.12M | Sell |
12,423
-253
| -2% | -$43.1K | 0.44% | 34 |
|
|
2024
Q2 | $1.79M | Sell |
12,676
-416
| -3% | -$58.7K | 0.44% | 38 |
|
|
2024
Q1 | $1.64M | Buy |
13,092
+278
| +2% | +$34.9K | 0.43% | 40 |
|
|
2023
Q4 | $1.35M | Hold |
12,814
| – | – | 0.41% | 42 |
|
|
2023
Q3 | $1.36M | Sell |
12,814
-300
| -2% | -$31.8K | 0.49% | 39 |
|
|
2023
Q2 | $1.56M | Sell |
13,114
-1,957
| -13% | -$233K | 0.56% | 34 |
|
|
2023
Q1 | $1.4M | Hold |
15,071
| – | – | 0.52% | 33 |
|
|
2022
Q4 | $1.23M | Sell |
15,071
-2,489
| -14% | -$203K | 0.5% | 35 |
|
|
2022
Q3 | $1.07M | Buy |
17,560
+300
| +2% | +$18.3K | 0.47% | 42 |
|
|
2022
Q2 | $1.21M | Sell |
17,260
-1,900
| -10% | -$133K | 0.52% | 37 |
|
|
2022
Q1 | $1.59M | Sell |
19,160
-50
| -0.3% | -$4.14K | 0.98% | 19 |
|
|
2021
Q4 | $1.68M | Buy |
19,210
+801
| +4% | +$69.8K | 0.71% | 24 |
|
|
2021
Q3 | $1.6M | Sell |
18,409
-806
| -4% | -$70.2K | 0.76% | 22 |
|
|
2021
Q2 | $1.5M | Sell |
19,215
-45
| -0.2% | -$3.5K | 0.81% | 23 |
|
|
2021
Q1 | $1.35M | Hold |
19,260
| – | – | 1.1% | 20 |
|
|
2020
Q4 | $1.25M | Hold |
19,260
| – | – | 1.43% | 16 |
|
|
2020
Q3 | $1.15M | Sell |
19,260
-400
| -2% | -$23.9K | 1.69% | 13 |
|
|
2020
Q2 | $1.09M | Sell |
19,660
-52
| -0.3% | -$2.88K | 1.63% | 13 |
|
|
2020
Q1 | $953K | Sell |
19,712
-422
| -2% | -$20.4K | 1.5% | 18 |
|
|
2019
Q4 | $1.07M | Buy |
+20,134
| New | +$1.07M | 1.27% | 20 |
|