GWM
GDS Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,380
-145
| -10% | -$31.7K | 0.02% | 145 |
|
|
2025
Q1 | $213K | Buy |
1,525
+25
| +2% | +$3.5K | 0.02% | 161 |
|
|
2024
Q4 | $250K | Buy |
1,500
+54
| +4% | +$9K | 0.02% | 149 |
|
|
2024
Q3 | $246K | Sell |
1,446
-148
| -9% | -$25.2K | 0.02% | 150 |
|
|
2024
Q2 | $225K | Sell |
1,594
-542
| -25% | -$76.5K | 0.02% | 125 |
|
|
2024
Q1 | $268K | Hold |
2,136
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $225K | Sell |
2,136
-331
| -13% | -$34.9K | 0.03% | 120 |
|
|
2023
Q3 | $261K | Buy |
2,467
+347
| +16% | +$36.8K | 0.04% | 105 |
|
|
2023
Q2 | $252K | Buy |
+2,120
| New | +$252K | 0.04% | 108 |
|
|
2023
Q1 | – | Sell |
-3,252
| Closed | -$266K | – | 117 |
|
|
2022
Q4 | $266K | Sell |
3,252
-46
| -1% | -$3.76K | 0.05% | 103 |
|
|
2022
Q3 | $201K | Buy |
3,298
+243
| +8% | +$14.8K | 0.04% | 103 |
|
|
2022
Q2 | $213K | Buy |
+3,055
| New | +$213K | 0.05% | 100 |
|