CWS
Cypress Wealth Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,320
+1,263
| +25% | +$276K | 0.25% | 78 |
|
|
2025
Q1 | $707K | Sell |
5,057
-530
| -9% | -$74.1K | 0.14% | 117 |
|
|
2024
Q4 | $931K | Sell |
5,587
-162
| -3% | -$27K | 0.19% | 89 |
|
|
2024
Q3 | $980K | Buy |
5,749
+127
| +2% | +$21.6K | 0.2% | 85 |
|
|
2024
Q2 | $794K | Buy |
5,622
+319
| +6% | +$45K | 0.18% | 93 |
|
|
2024
Q1 | $666K | Buy |
5,303
+148
| +3% | +$18.6K | 0.16% | 109 |
|
|
2023
Q4 | $543K | Buy |
5,155
+123
| +2% | +$13K | 0.14% | 135 |
|
|
2023
Q3 | $533K | Buy |
5,032
+159
| +3% | +$16.8K | 0.15% | 124 |
|
|
2023
Q2 | $579K | Buy |
4,873
+634
| +15% | +$75.4K | 0.15% | 118 |
|
|
2023
Q1 | $394K | Buy |
4,239
+264
| +7% | +$24.5K | 0.12% | 150 |
|
|
2022
Q4 | $325K | Buy |
3,975
+198
| +5% | +$16.2K | 0.1% | 169 |
|
|
2022
Q3 | $239K | Sell |
3,777
-1,948
| -34% | -$123K | 0.08% | 194 |
|
|
2022
Q2 | $400K | Buy |
5,725
+92
| +2% | +$6.43K | 0.13% | 140 |
|
|
2022
Q1 | $466K | Buy |
5,633
+298
| +6% | +$24.7K | 0.13% | 129 |
|
|
2021
Q4 | $465K | Buy |
5,335
+125
| +2% | +$10.9K | 0.13% | 124 |
|
|
2021
Q3 | $454K | Sell |
5,210
-293
| -5% | -$25.5K | 0.14% | 123 |
|
|
2021
Q2 | $428K | Sell |
5,503
-413
| -7% | -$32.1K | 0.12% | 155 |
|
|
2021
Q1 | $415K | Sell |
5,916
-755
| -11% | -$53K | 0.09% | 175 |
|
|
2020
Q4 | $432K | Buy |
+6,671
| New | +$432K | 0.1% | 165 |
|
|
2020
Q3 | – | Sell |
-5,532
| Closed | -$306K | – | 174 |
|
|
2020
Q2 | $306K | Buy |
5,532
+440
| +9% | +$24.3K | 0.07% | 202 |
|
|
2020
Q1 | $246K | Buy |
5,092
+753
| +17% | +$36.4K | 0.07% | 202 |
|
|
2019
Q4 | $230K | Sell |
4,339
-125
| -3% | -$6.63K | 0.06% | 221 |
|
|
2019
Q3 | $246K | Sell |
4,464
-851
| -16% | -$46.9K | 0.07% | 207 |
|
|
2019
Q2 | $303K | Sell |
5,315
-1,081
| -17% | -$61.6K | 0.09% | 188 |
|
|
2019
Q1 | $344K | Sell |
6,396
-141
| -2% | -$7.58K | 0.11% | 164 |
|
|
2018
Q4 | $295K | Buy |
6,537
+70
| +1% | +$3.16K | 0.12% | 157 |
|
|
2018
Q3 | $333K | Buy |
6,467
+205
| +3% | +$10.6K | 0.12% | 155 |
|
|
2018
Q2 | $276K | Buy |
6,262
+126
| +2% | +$5.55K | 0.1% | 170 |
|
|
2018
Q1 | $281K | Sell |
6,136
-748
| -11% | -$34.3K | 0.12% | 143 |
|
|
2017
Q4 | $325K | Buy |
+6,884
| New | +$325K | 0.14% | 138 |
|