SPWM
Spartan Planning & Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
2,517
+658
| +35% | +$144K | 0.47% | 37 |
|
|
2025
Q1 | $260K | Sell |
1,859
-1,440
| -44% | -$201K | 0.25% | 56 |
|
|
2024
Q4 | $550K | Buy |
+3,299
| New | +$550K | 0.5% | 39 |
|
|
2023
Q4 | $149K | Buy |
1,412
+1,158
| +456% | +$122K | 0.16% | 71 |
|
|
2023
Q3 | $26.9K | Buy |
+254
| New | +$26.9K | 0.03% | 98 |
|
|
2022
Q4 | $67.2K | Buy |
+822
| New | +$67.2K | 0.08% | 92 |
|