DWM
Drive Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
6,948
+174
| +3% | +$38K | 0.33% | 72 |
|
|
2025
Q1 | $947K | Sell |
6,774
-184
| -3% | -$25.7K | 0.22% | 94 |
|
|
2024
Q4 | $1.16M | Buy |
6,958
+67
| +1% | +$11.2K | 0.28% | 68 |
|
|
2024
Q3 | $1.17M | Buy |
6,891
+276
| +4% | +$47K | 0.31% | 62 |
|
|
2024
Q2 | $934K | Buy |
6,615
+326
| +5% | +$46K | 0.25% | 78 |
|
|
2024
Q1 | $790K | Buy |
6,289
+255
| +4% | +$32K | 0.22% | 86 |
|
|
2023
Q4 | $636K | Sell |
6,034
-371
| -6% | -$39.1K | 0.21% | 99 |
|
|
2023
Q3 | $678K | Buy |
6,405
+365
| +6% | +$38.7K | 0.25% | 88 |
|
|
2023
Q2 | $719K | Buy |
6,040
+91
| +2% | +$10.8K | 0.27% | 79 |
|
|
2023
Q1 | $553K | Sell |
5,949
-787
| -12% | -$73.1K | 0.23% | 107 |
|
|
2022
Q4 | $551K | Buy |
6,736
+2,575
| +62% | +$210K | 0.28% | 87 |
|
|
2022
Q3 | $254K | Buy |
4,161
+682
| +20% | +$41.6K | 0.24% | 119 |
|
|
2022
Q2 | $243K | Buy |
3,479
+595
| +21% | +$41.6K | 0.22% | 127 |
|
|
2022
Q1 | $239K | Buy |
2,884
+73
| +3% | +$6.05K | 0.2% | 135 |
|
|
2021
Q4 | $245K | Buy |
+2,811
| New | +$245K | 0.22% | 123 |
|