SWM
Scissortail Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+995
| New | +$218K | 0.05% | 108 |
|
|
2024
Q1 | – | Sell |
-14,864
| Closed | -$1.69M | – | 185 |
|
|
2023
Q4 | $1.69M | Buy |
+14,864
| New | +$1.69M | 0.54% | 47 |
|
|
2023
Q1 | – | Sell |
-13,521
| Closed | -$1.18M | – | 101 |
|
|
2022
Q4 | $1.18M | Buy |
+13,521
| New | +$1.18M | 0.68% | 34 |
|