CW
Connectus Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $726K | Sell |
5,783
-39,354
| -87% | -$4.94M | 0.02% | 264 |
|
|
2023
Q4 | $4.76M | Sell |
45,137
-13,122
| -23% | -$1.38M | 0.1% | 168 |
|
|
2023
Q3 | $6.17M | Buy |
58,259
+16,577
| +40% | +$1.76M | 0.14% | 146 |
|
|
2023
Q2 | $4.96M | Buy |
41,682
+669
| +2% | +$79.7K | 0.11% | 140 |
|
|
2023
Q1 | $3.81M | Sell |
41,013
-7,550
| -16% | -$702K | 0.09% | 161 |
|
|
2022
Q4 | $3.97M | Sell |
48,563
-3,372
| -6% | -$276K | 0.09% | 151 |
|
|
2022
Q3 | $3.17M | Buy |
51,935
+17,154
| +49% | +$1.05M | 0.07% | 220 |
|
|
2022
Q2 | $2.43M | Buy |
34,781
+17,213
| +98% | +$1.2M | 0.06% | 194 |
|
|
2022
Q1 | $1.53M | Sell |
17,568
-31,905
| -64% | -$2.78M | 0.05% | 190 |
|
|
2021
Q4 | $4.32M | Buy |
+49,473
| New | +$4.32M | 0.17% | 83 |
|