FWI
Facet Wealth Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
1,872
-633
| -25% | -$161K | 0.01% | 98 |
|
|
2025
Q1 | $374K | Sell |
2,505
-131
| -5% | -$19.6K | 0.01% | 98 |
|
|
2024
Q4 | $460K | Sell |
2,636
-699
| -21% | -$122K | 0.01% | 91 |
|
|
2024
Q3 | $567K | Buy |
3,335
+205
| +7% | +$34.9K | 0.02% | 83 |
|
|
2024
Q2 | $425K | Buy |
3,130
+1,144
| +58% | +$155K | 0.01% | 90 |
|
|
2024
Q1 | $235K | Sell |
1,986
-545
| -22% | -$64.5K | 0.01% | 107 |
|
|
2023
Q4 | $292K | Sell |
2,531
-198
| -7% | -$22.8K | 0.01% | 88 |
|
|
2023
Q3 | $282K | Sell |
2,729
-150
| -5% | -$15.5K | 0.01% | 79 |
|
|
2023
Q2 | $333K | Buy |
2,879
+267
| +10% | +$30.9K | 0.02% | 69 |
|
|
2023
Q1 | $243K | Sell |
2,612
-8
| -0.3% | -$743 | 0.01% | 66 |
|
|
2022
Q4 | $228K | Buy |
+2,620
| New | +$228K | 0.01% | 65 |
|