AWM
Atticus Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
5,267
+3,731
| +243% | +$816K | 0.31% | 46 |
|
|
2025
Q1 | $215K | Buy |
1,536
+1
| +0.1% | +$140 | 0.07% | 114 |
|
|
2024
Q4 | $256K | Hold |
1,535
| – | – | 0.08% | 104 |
|
|
2024
Q3 | $262K | Sell |
1,535
-18
| -1% | -$3.07K | 0.08% | 109 |
|
|
2024
Q2 | $219K | Sell |
1,553
-301
| -16% | -$42.5K | 0.07% | 108 |
|
|
2024
Q1 | $233K | Sell |
1,854
-698
| -27% | -$87.7K | 0.08% | 116 |
|
|
2023
Q4 | $269K | Buy |
2,552
+337
| +15% | +$35.5K | 0.09% | 104 |
|
|
2023
Q3 | $235K | Buy |
2,215
+25
| +1% | +$2.65K | 0.09% | 115 |
|
|
2023
Q2 | $261K | Sell |
2,190
-22
| -1% | -$2.62K | 0.1% | 114 |
|
|
2023
Q1 | $206K | Buy |
2,212
+626
| +39% | +$58.2K | 0.08% | 130 |
|
|
2022
Q4 | $130K | Sell |
1,586
-110
| -6% | -$8.99K | 0.05% | 161 |
|
|
2022
Q3 | $118K | Hold |
1,696
| – | – | 0.06% | 152 |
|
|
2022
Q2 | $118K | Buy |
1,696
+1,237
| +269% | +$86.1K | 0.05% | 169 |
|
|
2022
Q1 | $38K | Sell |
459
-1,000
| -69% | -$82.8K | 0.01% | 272 |
|
|
2021
Q4 | $127K | Buy |
1,459
+1,000
| +218% | +$87K | 0.05% | 147 |
|
|
2021
Q3 | $40K | Sell |
459
-55
| -11% | -$4.79K | 0.02% | 259 |
|
|
2021
Q2 | $40K | Buy |
514
+75
| +17% | +$5.84K | 0.02% | 247 |
|
|
2021
Q1 | $31K | Sell |
439
-259
| -37% | -$18.3K | 0.01% | 247 |
|
|
2020
Q4 | $45K | Hold |
698
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $42K | Buy |
698
+298
| +75% | +$17.9K | 0.03% | 187 |
|
|
2020
Q2 | $22K | Hold |
400
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $19K | Hold |
400
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $21K | Buy |
+400
| New | +$21K | 0.01% | 221 |
|