FWP
Falcon Wealth Planning’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
2,774
+122
| +5% | +$26.7K | 0.06% | 93 |
|
|
2025
Q1 | $371K | Buy |
2,652
+52
| +2% | +$7.27K | 0.04% | 121 |
|
|
2024
Q4 | $433K | Buy |
2,600
+107
| +4% | +$17.8K | 0.05% | 107 |
|
|
2024
Q3 | $425K | Buy |
2,493
+85
| +4% | +$14.5K | 0.05% | 102 |
|
|
2024
Q2 | $340K | Buy |
+2,408
| New | +$340K | 0.04% | 100 |
|
|
2024
Q1 | – | Sell |
-1,932
| Closed | -$204K | – | 137 |
|
|
2023
Q4 | $204K | Buy |
+1,932
| New | +$204K | 0.04% | 128 |
|