SWM
Stapp Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+1,335
| New | +$292K | 0.42% | 25 |
|
|
2025
Q1 | – | Sell |
-1,335
| Closed | -$222K | – | 27 |
|
|
2024
Q4 | $222K | Hold |
1,335
| – | – | 0.35% | 23 |
|
|
2024
Q3 | $227K | Buy |
+1,335
| New | +$227K | 0.37% | 22 |
|
|
2022
Q4 | – | Sell |
-1,335
| Closed | -$82K | – | 83 |
|
|
2022
Q3 | $82K | Buy |
+1,335
| New | +$82K | 0.24% | 24 |
|