PWM
Power Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
+1,879
| New | +$411K | 0.16% | 71 |
|
|
2025
Q1 | – | Sell |
-1,674
| Closed | -$279K | – | 91 |
|
|
2024
Q4 | $279K | Sell |
1,674
-63
| -4% | -$10.5K | 0.12% | 80 |
|
|
2024
Q3 | $296K | Buy |
1,737
+91
| +6% | +$15.5K | 0.13% | 76 |
|
|
2024
Q2 | $232K | Sell |
1,646
-33
| -2% | -$4.66K | 0.11% | 90 |
|
|
2024
Q1 | $211K | Sell |
1,679
-353
| -17% | -$44.3K | 0.13% | 94 |
|
|
2023
Q4 | $214K | Buy |
+2,032
| New | +$214K | 0.15% | 86 |
|