SWM
SilverOak Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
2,302
+389
| +20% | +$85K | 0.09% | 67 |
|
|
2025
Q1 | $267K | Hold |
1,913
| – | – | 0.06% | 80 |
|
|
2024
Q4 | $319K | Buy |
1,913
+12
| +0.6% | +$2K | 0.07% | 71 |
|
|
2024
Q3 | $324K | Sell |
1,901
-50
| -3% | -$8.52K | 0.07% | 71 |
|
|
2024
Q2 | $275K | Hold |
1,951
| – | – | 0.07% | 74 |
|
|
2024
Q1 | $245K | Buy |
+1,951
| New | +$245K | 0.06% | 84 |
|