FWM
ForthRight Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
2,298
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $321K | Hold |
2,298
| – | – | 0.11% | 47 |
|
|
2024
Q4 | $383K | Hold |
2,298
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $392K | Hold |
2,298
| – | – | 0.13% | 44 |
|
|
2024
Q2 | $324K | Hold |
2,298
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $289K | Hold |
2,298
| – | – | 0.1% | 52 |
|
|
2023
Q4 | $242K | Hold |
2,298
| – | – | 0.09% | 52 |
|
|
2023
Q3 | $243K | Hold |
2,298
| – | – | 0.1% | 50 |
|
|
2023
Q2 | $274K | Sell |
2,298
-72
| -3% | -$8.57K | 0.11% | 46 |
|
|
2023
Q1 | $220K | Buy |
+2,370
| New | +$220K | 0.1% | 53 |
|
|
2022
Q1 | – | Sell |
-2,560
| Closed | -$223K | – | 48 |
|
|
2021
Q4 | $223K | Buy |
2,560
+250
| +11% | +$21.8K | 0.12% | 43 |
|
|
2021
Q3 | $201K | Buy |
+2,310
| New | +$201K | 0.12% | 39 |
|
|
2021
Q1 | – | Sell |
-2,070
| Closed | -$134K | – | 141 |
|
|
2020
Q4 | $134K | Buy |
+2,070
| New | +$134K | 0.11% | 38 |
|