UWPG
Ullmann Wealth Partners Group’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
+171
| +7% | +$37.4K | 0.07% | 91 |
|
|
2025
Q1 | $328K | Buy |
2,346
+17
| +0.7% | +$2.38K | 0.04% | 109 |
|
|
2024
Q4 | $388K | Buy |
2,329
+628
| +37% | +$105K | 0.05% | 101 |
|
|
2024
Q3 | $290K | Sell |
1,701
-236
| -12% | -$40.2K | 0.04% | 112 |
|
|
2024
Q2 | $274K | Buy |
+1,937
| New | +$274K | 0.04% | 95 |
|