CWP
Core Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
9,032
+2,107
| +30% | +$461K | 1% | 31 |
|
|
2025
Q1 | $968K | Buy |
6,925
+869
| +14% | +$121K | 0.56% | 45 |
|
|
2024
Q4 | $1.01M | Buy |
6,056
+608
| +11% | +$101K | 0.58% | 47 |
|
|
2024
Q3 | $928K | Buy |
5,448
+1,364
| +33% | +$232K | 0.56% | 47 |
|
|
2024
Q2 | $577K | Buy |
4,084
+823
| +25% | +$116K | 0.39% | 60 |
|
|
2024
Q1 | $410K | Buy |
3,261
+17
| +0.5% | +$2.14K | 0.31% | 68 |
|
|
2023
Q4 | $342K | Buy |
3,244
+202
| +7% | +$21.3K | 0.28% | 72 |
|
|
2023
Q3 | $322K | Sell |
3,042
-198
| -6% | -$21K | 0.29% | 72 |
|
|
2023
Q2 | $386K | Buy |
3,240
+152
| +5% | +$18.1K | 0.36% | 62 |
|
|
2023
Q1 | $287K | Buy |
+3,088
| New | +$287K | 0.29% | 72 |
|