CWP
Cyndeo Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
106,502
+1,968
| +2% | +$430K | 1.38% | 10 |
|
|
2025
Q1 | $14.6M | Buy |
104,534
+30,166
| +41% | +$4.22M | 0.96% | 23 |
|
|
2024
Q4 | $12.4M | Buy |
74,368
+1,242
| +2% | +$207K | 0.84% | 30 |
|
|
2024
Q3 | $12.5M | Sell |
73,126
-3,043
| -4% | -$519K | 0.87% | 27 |
|
|
2024
Q2 | $10.8M | Buy |
76,169
+9,409
| +14% | +$1.33M | 0.84% | 26 |
|
|
2024
Q1 | $8.39M | Sell |
66,760
-2,240
| -3% | -$281K | 0.7% | 32 |
|
|
2023
Q4 | $7.27M | Sell |
69,000
-3,873
| -5% | -$408K | 0.67% | 35 |
|
|
2023
Q3 | $7.72M | Buy |
72,873
+8,475
| +13% | +$898K | 0.8% | 28 |
|
|
2023
Q2 | $7.67M | Sell |
64,398
-7,264
| -10% | -$865K | 0.8% | 31 |
|
|
2023
Q1 | $6.66M | Buy |
71,662
+63,660
| +796% | +$5.92M | 0.72% | 37 |
|
|
2022
Q4 | $654K | Buy |
+8,002
| New | +$654K | 0.08% | 192 |
|