CWC
Carolinas Wealth Consulting’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-803
| Closed | -$112K | – | 660 |
|
|
2025
Q1 | $112K | Sell |
803
-425
| -35% | -$59.4K | 0.02% | 226 |
|
|
2024
Q4 | $205K | Buy |
1,228
+118
| +11% | +$19.7K | 0.04% | 181 |
|
|
2024
Q3 | $189K | Buy |
1,110
+462
| +71% | +$78.7K | 0.03% | 187 |
|
|
2024
Q2 | $91.4K | Sell |
648
-21
| -3% | -$2.96K | 0.02% | 272 |
|
|
2024
Q1 | $84K | Sell |
669
-14,030
| -95% | -$1.76M | 0.02% | 295 |
|
|
2023
Q4 | $93.4K | Hold |
14,699
| – | – | 0.02% | 241 |
|
|
2023
Q3 | $91.5K | Buy |
14,699
+51
| +0.3% | +$317 | 0.02% | 225 |
|
|
2023
Q2 | $97.5K | Sell |
14,648
-264
| -2% | -$1.76K | 0.02% | 261 |
|
|
2023
Q1 | $104K | Buy |
14,912
+102
| +0.7% | +$710 | 0.02% | 265 |
|
|
2022
Q4 | $84.6K | Buy |
14,810
+276
| +2% | +$1.58K | 0.02% | 285 |
|
|
2022
Q3 | $50K | Buy |
14,534
+30
| +0.2% | +$103 | 0.01% | 324 |
|
|
2022
Q2 | $53K | Buy |
14,504
+13,946
| +2,499% | +$51K | 0.01% | 318 |
|
|
2022
Q1 | $46K | Hold |
558
| – | – | 0.01% | 367 |
|
|
2021
Q4 | $49K | Sell |
558
-115
| -17% | -$10.1K | 0.01% | 370 |
|
|
2021
Q3 | $59K | Sell |
673
-356
| -35% | -$31.2K | 0.01% | 321 |
|
|
2021
Q2 | $80K | Sell |
1,029
-200
| -16% | -$15.5K | 0.02% | 298 |
|
|
2021
Q1 | $86K | Buy |
1,229
+251
| +26% | +$17.6K | 0.02% | 274 |
|
|
2020
Q4 | $63K | Sell |
978
-180
| -16% | -$11.6K | 0.02% | 300 |
|
|
2020
Q3 | $69K | Buy |
1,158
+518
| +81% | +$30.9K | 0.02% | 234 |
|
|
2020
Q2 | $35K | Buy |
+640
| New | +$35K | 0.01% | 233 |
|