Darwin Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
50
+10
| +25% | +$2.2K | ﹤0.01% | 347 |
|
|
2025
Q1 | $6.67K | Hold |
40
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $6.67K | Buy |
+40
| New | +$6.67K | ﹤0.01% | 413 |
|
|
2020
Q2 | – | Sell |
-56,303
| Closed | -$2.72M | – | 565 |
|
|
2020
Q1 | $2.72M | Buy |
56,303
+3,948
| +8% | +$191K | 0.87% | 36 |
|
|
2019
Q4 | $2.77M | Buy |
52,355
+2,425
| +5% | +$128K | 0.74% | 59 |
|
|
2019
Q3 | $2.75M | Buy |
49,930
+2,252
| +5% | +$124K | 0.81% | 51 |
|
|
2019
Q2 | $2.72M | Sell |
47,678
-53
| -0.1% | -$3.02K | 0.84% | 47 |
|
|
2019
Q1 | $2.56M | Buy |
+47,731
| New | +$2.56M | 0.84% | 43 |
|
|
2018
Q1 | – | Sell |
-41,600
| Closed | -$1.97M | – | 148 |
|
|
2017
Q4 | $1.97M | Buy |
+41,600
| New | +$1.97M | 0.84% | 49 |
|
|
2017
Q3 | – | Sell |
-40,855
| Closed | -$2.05M | – | 117 |
|
|
2017
Q2 | $2.05M | Sell |
40,855
-2,347
| -5% | -$118K | 1.13% | 29 |
|
|
2017
Q1 | $1.93M | Buy |
43,202
+211
| +0.5% | +$9.41K | 1.12% | 35 |
|
|
2016
Q4 | $1.65M | Buy |
42,991
+14,025
| +48% | +$539K | 1.11% | 39 |
|
|
2016
Q3 | $1.14M | Buy |
28,966
+4,874
| +20% | +$191K | 0.88% | 49 |
|
|
2016
Q2 | $986K | Buy |
+24,092
| New | +$986K | 0.84% | 51 |
|