PHWM
Pine Harbor Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
1,896
| – | – | 0.15% | 61 |
|
|
2025
Q1 | $265K | Hold |
1,896
| – | – | 0.11% | 74 |
|
|
2024
Q4 | $316K | Hold |
1,896
| – | – | 0.13% | 67 |
|
|
2024
Q3 | $323K | Hold |
1,896
| – | – | 0.16% | 74 |
|
|
2024
Q2 | $268K | Hold |
1,896
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $238K | Buy |
+1,896
| New | +$238K | 0.15% | 82 |
|