WWM
Whalen Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
2,509
-850
| -25% | -$186K | 0.34% | 88 |
|
|
2025
Q1 | $470K | Sell |
3,359
-2,535
| -43% | -$354K | 0.31% | 63 |
|
|
2024
Q4 | $982K | Sell |
5,894
-185
| -3% | -$30.8K | 0.68% | 28 |
|
|
2024
Q3 | $1.04M | Buy |
6,079
+259
| +4% | +$44.1K | 0.73% | 30 |
|
|
2024
Q2 | $822K | Sell |
5,820
-17
| -0.3% | -$2.4K | 0.65% | 29 |
|
|
2024
Q1 | $733K | Buy |
+5,837
| New | +$733K | 0.54% | 32 |
|