DWP
Daymark Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Buy |
104,119
+991
| +1% | +$217K | 0.87% | 27 |
|
|
2025
Q1 | $14.4M | Buy |
103,128
+2,374
| +2% | +$332K | 0.62% | 42 |
|
|
2024
Q4 | $16.8M | Buy |
100,754
+1,848
| +2% | +$308K | 0.71% | 32 |
|
|
2024
Q3 | $16.9M | Buy |
98,906
+3,407
| +4% | +$581K | 0.71% | 32 |
|
|
2024
Q2 | $13.5M | Buy |
95,499
+4,676
| +5% | +$660K | 0.62% | 37 |
|
|
2024
Q1 | $11.4M | Buy |
90,823
+1,197
| +1% | +$150K | 0.61% | 42 |
|
|
2023
Q4 | $9.45M | Buy |
89,626
+2,608
| +3% | +$275K | 0.58% | 42 |
|
|
2023
Q3 | $9.22M | Buy |
87,018
+30,681
| +54% | +$3.25M | 0.63% | 39 |
|
|
2023
Q2 | $6.71M | Buy |
56,337
+41,549
| +281% | +$4.95M | 0.5% | 47 |
|
|
2023
Q1 | $1.37M | Buy |
14,788
+1,271
| +9% | +$118K | 0.18% | 101 |
|
|
2022
Q4 | $1.1M | Buy |
+13,517
| New | +$1.1M | 0.2% | 88 |
|