DWM
Doyle Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $248K | Buy |
4,058
+14
| +0.3% | +$856 | 0.02% | 182 |
|
|
2022
Q2 | $283K | Buy |
4,044
+1
| +0% | +$70 | 0.02% | 178 |
|
|
2022
Q1 | $335K | Sell |
4,043
-177
| -4% | -$14.7K | 0.02% | 190 |
|
|
2021
Q4 | $368K | Hold |
4,220
| – | – | 0.03% | 168 |
|
|
2021
Q3 | $368K | Buy |
4,220
+616
| +17% | +$53.7K | 0.03% | 165 |
|
|
2021
Q2 | $281K | Sell |
3,604
-497
| -12% | -$38.8K | 0.02% | 185 |
|
|
2021
Q1 | $288K | Sell |
4,101
-408
| -9% | -$28.7K | 0.03% | 178 |
|
|
2020
Q4 | $292K | Buy |
4,509
+1,136
| +34% | +$73.6K | 0.03% | 170 |
|
|
2020
Q3 | $201K | Buy |
+3,373
| New | +$201K | 0.02% | 183 |
|
|
2020
Q1 | – | Sell |
-229,982
| Closed | -$12.2M | – | 205 |
|
|
2019
Q4 | $12.2M | Buy |
229,982
+2,720
| +1% | +$144K | 1.52% | 32 |
|
|
2019
Q3 | $12.5M | Sell |
227,262
-6,666
| -3% | -$367K | 1.73% | 24 |
|
|
2019
Q2 | $13.3M | Sell |
233,928
-2,199
| -0.9% | -$125K | 1.84% | 18 |
|
|
2019
Q1 | $12.9M | Sell |
236,127
-3,923
| -2% | -$214K | 1.88% | 18 |
|
|
2018
Q4 | $10.8M | Sell |
240,050
-1,984
| -0.8% | -$89.6K | 1.83% | 19 |
|
|
2018
Q3 | $12.5M | Sell |
242,034
-636
| -0.3% | -$32.8K | 1.94% | 16 |
|
|
2018
Q2 | $10.7M | Buy |
242,670
+7,241
| +3% | +$319K | 1.76% | 22 |
|
|
2018
Q1 | $10.8M | Buy |
235,429
+1,628
| +0.7% | +$74.5K | 1.81% | 22 |
|
|
2017
Q4 | $11.1M | Buy |
233,801
+646
| +0.3% | +$30.5K | 1.87% | 20 |
|
|
2017
Q3 | $11.3M | Buy |
233,155
+9,101
| +4% | +$440K | 1.97% | 20 |
|
|
2017
Q2 | $11.2M | Buy |
224,054
+94,249
| +73% | +$4.73M | 2.08% | 19 |
|
|
2017
Q1 | $5.79M | Buy |
+129,805
| New | +$5.79M | 1.18% | 34 |
|