FWTB
First Western Trust Bank’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Sell |
39,575
-34,467
| -47% | -$7.54M | 0.39% | 19 |
|
|
2025
Q1 | $10.4M | Sell |
74,042
-7,091
| -9% | -$991K | 0.5% | 17 |
|
|
2024
Q4 | $13.5M | Sell |
81,133
-3,645
| -4% | -$607K | 0.62% | 12 |
|
|
2024
Q3 | $14.4M | Sell |
84,778
-9,427
| -10% | -$1.61M | 0.65% | 12 |
|
|
2024
Q2 | $13.3M | Sell |
94,205
-15,109
| -14% | -$2.13M | 0.63% | 12 |
|
|
2024
Q1 | $13.7M | Sell |
109,314
-5,230
| -5% | -$657K | 0.63% | 13 |
|
|
2023
Q4 | $12.1M | Buy |
114,544
+202
| +0.2% | +$21.3K | 0.6% | 13 |
|
|
2023
Q3 | $12.1M | Sell |
114,342
-3,159
| -3% | -$335K | 0.65% | 16 |
|
|
2023
Q2 | $14M | Sell |
117,501
-3,342
| -3% | -$398K | 0.68% | 13 |
|
|
2023
Q1 | $11.2M | Buy |
120,843
+5,354
| +5% | +$497K | 0.59% | 16 |
|
|
2022
Q4 | $9.44M | Buy |
115,489
+6,050
| +6% | +$495K | 0.54% | 18 |
|
|
2022
Q3 | $6.68M | Buy |
109,439
+2,905
| +3% | +$177K | 0.45% | 25 |
|
|
2022
Q2 | $7.37M | Sell |
106,534
-6,085
| -5% | -$421K | 0.49% | 26 |
|
|
2022
Q1 | $9.39M | Buy |
+112,619
| New | +$9.39M | 0.48% | 24 |
|