9WM
9258 Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.6M | Sell |
85,698
-2,540
| -3% | -$433K | 2.16% | 10 |
|
|
2024
Q2 | $12.5M | Sell |
88,238
-646
| -0.7% | -$91.2K | 1.92% | 13 |
|
|
2024
Q1 | $11.2M | Sell |
88,884
-1,401
| -2% | -$176K | 1.74% | 14 |
|
|
2023
Q4 | $9.52M | Buy |
90,285
+560
| +0.6% | +$59K | 1.67% | 16 |
|
|
2023
Q3 | $9.5M | Buy |
89,725
+1
| +0% | +$106 | 1.85% | 15 |
|
|
2023
Q2 | $10.7M | Buy |
89,724
+7
| +0% | +$834 | 2.01% | 13 |
|
|
2023
Q1 | $8.34M | Buy |
89,717
+365
| +0.4% | +$33.9K | 1.68% | 15 |
|
|
2022
Q4 | $7.3M | Sell |
89,352
-274
| -0.3% | -$22.4K | 1.58% | 13 |
|
|
2022
Q3 | $5.47M | Buy |
89,626
+2,124
| +2% | +$130K | 1.4% | 14 |
|
|
2022
Q2 | $6.11M | Buy |
87,502
+40
| +0% | +$2.8K | 1.57% | 11 |
|
|
2022
Q1 | $7.24M | Sell |
87,462
-6,446
| -7% | -$533K | 1.68% | 10 |
|
|
2021
Q4 | $8.19M | Sell |
93,908
-337
| -0.4% | -$29.4K | 1.88% | 9 |
|
|
2021
Q3 | $8.21M | Sell |
94,245
-4,477
| -5% | -$390K | 2.19% | 9 |
|
|
2021
Q2 | $7.68M | Sell |
98,722
-17
| -0% | -$1.32K | 2.07% | 9 |
|
|
2021
Q1 | $6.93M | Sell |
98,739
-321
| -0.3% | -$22.5K | 2.08% | 9 |
|
|
2020
Q4 | $6.41M | Buy |
99,060
+919
| +0.9% | +$59.4K | 2.09% | 7 |
|
|
2020
Q3 | $5.51M | Sell |
98,141
-1,380
| -1% | -$77.4K | 2.08% | 7 |
|
|
2020
Q2 | $5.5M | Buy |
99,521
+724
| +0.7% | +$40K | 2.23% | 6 |
|
|
2020
Q1 | $5.27M | Sell |
98,797
-4,073
| -4% | -$217K | 2.32% | 7 |
|
|
2019
Q4 | $5.45M | Buy |
102,870
+15,411
| +18% | +$816K | 2% | 6 |
|
|
2019
Q3 | $4.81M | Hold |
87,459
| – | – | 3.75% | 1 |
|
|
2019
Q2 | $4.98M | Sell |
87,459
-264
| -0.3% | -$15K | 4.01% | 1 |
|
|
2019
Q1 | $4.71M | Buy |
87,723
+118
| +0.1% | +$6.34K | 4% | 2 |
|
|
2018
Q4 | $3.96M | Buy |
+87,605
| New | +$3.96M | 3.82% | 2 |
|