Whitaker-Myers Wealth Managers’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
3,493
-193
| -5% | -$42.2K | 0.19% | 51 |
|
|
2025
Q1 | $515K | Buy |
+3,686
| New | +$515K | 0.14% | 59 |
|
|
2024
Q4 | – | Sell |
-2,798
| Closed | -$477K | – | 136 |
|
|
2024
Q3 | $477K | Buy |
2,798
+645
| +30% | +$110K | 0.16% | 60 |
|
|
2024
Q2 | $304K | Buy |
+2,153
| New | +$304K | 0.11% | 76 |
|