DWM
Destination Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
5,687
-227
| -4% | -$49.6K | 0.04% | 130 |
|
|
2025
Q1 | $827K | Sell |
5,914
-622
| -10% | -$87K | 0.03% | 139 |
|
|
2024
Q4 | $1.09M | Buy |
6,536
+295
| +5% | +$49.2K | 0.03% | 124 |
|
|
2024
Q3 | $1.06M | Buy |
6,241
+1,335
| +27% | +$227K | 0.03% | 124 |
|
|
2024
Q2 | $693K | Sell |
4,906
-22
| -0.4% | -$3.11K | 0.02% | 131 |
|
|
2024
Q1 | $619K | Buy |
4,928
+67
| +1% | +$8.42K | 0.02% | 139 |
|
|
2023
Q4 | $513K | Buy |
4,861
+690
| +17% | +$72.8K | 0.02% | 151 |
|
|
2023
Q3 | $442K | Sell |
4,171
-74
| -2% | -$7.84K | 0.02% | 150 |
|
|
2023
Q2 | $506K | Sell |
4,245
-50
| -1% | -$5.96K | 0.02% | 148 |
|
|
2023
Q1 | $399K | Sell |
4,295
-69
| -2% | -$6.41K | 0.02% | 152 |
|
|
2022
Q4 | $357K | Sell |
4,364
-109
| -2% | -$8.91K | 0.01% | 162 |
|
|
2022
Q3 | $273K | Sell |
4,473
-742
| -14% | -$45.3K | 0.01% | 164 |
|
|
2022
Q2 | $364K | Buy |
5,215
+97
| +2% | +$6.77K | 0.01% | 156 |
|
|
2022
Q1 | $423K | Buy |
5,118
+1,162
| +29% | +$96K | 0.02% | 141 |
|
|
2021
Q4 | $345K | Buy |
3,956
+260
| +7% | +$22.7K | 0.01% | 162 |
|
|
2021
Q3 | $322K | Sell |
3,696
-462
| -11% | -$40.3K | 0.01% | 148 |
|
|
2021
Q2 | $324K | Buy |
4,158
+790
| +23% | +$61.6K | 0.01% | 152 |
|
|
2021
Q1 | $236K | Sell |
3,368
-13
| -0.4% | -$911 | 0.01% | 168 |
|
|
2020
Q4 | $219K | Buy |
+3,381
| New | +$219K | 0.01% | 156 |
|
|
2020
Q3 | – | Sell |
-4,606
| Closed | -$255K | – | 147 |
|
|
2020
Q2 | $255K | Sell |
4,606
-6,935
| -60% | -$384K | 0.01% | 133 |
|
|
2020
Q1 | $558K | Sell |
11,541
-476,340
| -98% | -$23M | 0.03% | 116 |
|
|
2019
Q4 | $25.8M | Buy |
487,881
+3,597
| +0.7% | +$191K | 1.32% | 27 |
|
|
2019
Q3 | $26.7M | Buy |
484,284
+8,098
| +2% | +$446K | 1.44% | 26 |
|
|
2019
Q2 | $27.1M | Sell |
476,186
-6,478
| -1% | -$369K | 1.49% | 25 |
|
|
2019
Q1 | $25.9M | Sell |
482,664
-10,775
| -2% | -$579K | 1.46% | 28 |
|
|
2018
Q4 | $22.3M | Buy |
493,439
+5,755
| +1% | +$260K | 1.34% | 26 |
|
|
2018
Q3 | $25.1M | Buy |
487,684
+24,389
| +5% | +$1.26M | 1.4% | 28 |
|
|
2018
Q2 | $20.4M | Sell |
463,295
-4,494
| -1% | -$198K | 1.23% | 30 |
|
|
2018
Q1 | $21.4M | Buy |
467,789
+1,879
| +0.4% | +$86K | 1.3% | 29 |
|
|
2017
Q4 | $22M | Buy |
465,910
+6,263
| +1% | +$296K | 1.34% | 28 |
|
|
2017
Q3 | $22.2M | Sell |
459,647
-3,292
| -0.7% | -$159K | 1.42% | 23 |
|
|
2017
Q2 | $23.2M | Buy |
462,939
+396
| +0.1% | +$19.9K | 1.55% | 17 |
|
|
2017
Q1 | $20.6M | Buy |
462,543
+11,197
| +2% | +$499K | 1.42% | 24 |
|
|
2016
Q4 | $17.4M | Buy |
451,346
+20,207
| +5% | +$777K | 1.27% | 27 |
|
|
2016
Q3 | $16.9M | Buy |
431,139
+6,849
| +2% | +$269K | 1.31% | 26 |
|
|
2016
Q2 | $17.4M | Buy |
424,290
+4,873
| +1% | +$199K | 1.43% | 23 |
|
|
2016
Q1 | $15.3M | Hold |
419,417
| – | – | 1.47% | 28 |
|
|
2015
Q4 | $15.3M | Buy |
419,417
+4,873
| +1% | +$178K | 1.47% | 28 |
|
|
2015
Q3 | $15M | Sell |
414,544
-147,327
| -26% | -$5.32M | 1.66% | 26 |
|
|
2015
Q2 | $22.6M | Buy |
561,871
+160,493
| +40% | +$6.47M | 1.5% | 25 |
|
|
2015
Q1 | $17.3M | Sell |
401,378
-12,374
| -3% | -$534K | 1.88% | 21 |
|
|
2014
Q4 | $18.6M | Sell |
413,752
-3,036
| -0.7% | -$137K | 1.88% | 19 |
|
|
2014
Q3 | $16M | Sell |
416,788
-10,563
| -2% | -$404K | 1.67% | 27 |
|
|
2014
Q2 | $17.3M | Sell |
427,351
-3,502
| -0.8% | -$142K | 1.79% | 24 |
|
|
2014
Q1 | $17.6M | Sell |
430,853
-613
| -0.1% | -$25.1K | 1.89% | 21 |
|
|
2013
Q4 | $16.5M | Buy |
431,466
+4,703
| +1% | +$180K | 1.73% | 27 |
|
|
2013
Q3 | $14.2M | Buy |
426,763
+42,523
| +11% | +$1.41M | 1.64% | 33 |
|
|
2013
Q2 | $11.8M | Buy |
+384,240
| New | +$11.8M | 1.44% | 37 |
|