WAM
Worth Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,043
| Closed | -$2.34M | – | 159 |
|
|
2024
Q4 | $2.34M | Buy |
+14,043
| New | +$2.34M | 1.25% | 19 |
|
|
2023
Q3 | – | Sell |
-209
| Closed | -$24.9K | – | 310 |
|
|
2023
Q2 | $24.9K | Buy |
209
+20
| +11% | +$2.38K | 0.02% | 223 |
|
|
2023
Q1 | $17.6K | Buy |
+189
| New | +$17.6K | 0.01% | 274 |
|