SWM
Seed Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
5,620
+318
| +6% | +$69.5K | 0.92% | 30 |
|
|
2025
Q1 | $741K | Hold |
5,302
| – | – | 0.6% | 44 |
|
|
2024
Q4 | $884K | Hold |
5,302
| – | – | 0.71% | 40 |
|
|
2024
Q3 | $903K | Hold |
5,302
| – | – | 0.72% | 39 |
|
|
2024
Q2 | $749K | Buy |
5,302
+240
| +5% | +$33.9K | 0.65% | 40 |
|
|
2024
Q1 | $635K | Hold |
5,062
| – | – | 0.61% | 40 |
|
|
2023
Q4 | $527K | Hold |
5,062
| – | – | 0.53% | 48 |
|
|
2023
Q3 | $536K | Hold |
5,062
| – | – | 0.6% | 46 |
|
|
2023
Q2 | $603K | Hold |
5,062
| – | – | 0.64% | 43 |
|
|
2023
Q1 | $470K | Hold |
5,062
| – | – | 0.53% | 52 |
|
|
2022
Q4 | $414K | Buy |
+5,062
| New | +$414K | 0.47% | 52 |
|