GWMIA
Global Wealth Management Investment Advisory’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
29,460
+1,249
| +4% | +$273K | 1.21% | 20 |
|
|
2025
Q1 | $3.94M | Buy |
28,211
+1,903
| +7% | +$266K | 0.79% | 45 |
|
|
2024
Q4 | $4.38M | Sell |
26,308
-399
| -1% | -$66.5K | 0.9% | 35 |
|
|
2024
Q3 | $4.55M | Sell |
26,707
-6,246
| -19% | -$1.06M | 0.98% | 35 |
|
|
2024
Q2 | $4.65M | Buy |
32,953
+1,138
| +4% | +$161K | 1.08% | 28 |
|
|
2024
Q1 | $4M | Buy |
31,815
+606
| +2% | +$76.1K | 0.98% | 33 |
|
|
2023
Q4 | $3.29M | Sell |
31,209
-56
| -0.2% | -$5.9K | 0.84% | 46 |
|
|
2023
Q3 | $3.31M | Sell |
31,265
-8,288
| -21% | -$878K | 0.93% | 34 |
|
|
2023
Q2 | $4.71M | Sell |
39,553
-960
| -2% | -$114K | 1.29% | 20 |
|
|
2023
Q1 | $3.76M | Sell |
40,513
-5,063
| -11% | -$470K | 1.13% | 24 |
|
|
2022
Q4 | $3.73M | Sell |
45,576
-1,951
| -4% | -$159K | 1.21% | 26 |
|
|
2022
Q3 | $2.9M | Buy |
47,527
+1,074
| +2% | +$65.6K | 1.03% | 34 |
|
|
2022
Q2 | $3.25M | Buy |
46,453
+15,631
| +51% | +$1.09M | 1.09% | 32 |
|
|
2022
Q1 | $2.55M | Buy |
30,822
+30,572
| +12,229% | +$2.53M | 0.76% | 49 |
|
|
2021
Q4 | $22K | Hold |
250
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $22K | Hold |
250
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $19K | Sell |
250
-150
| -38% | -$11.4K | 0.01% | 249 |
|
|
2021
Q1 | $28K | Buy |
400
+53
| +15% | +$3.71K | 0.01% | 224 |
|
|
2020
Q4 | $22K | Sell |
347
-113
| -25% | -$7.16K | 0.01% | 231 |
|
|
2020
Q3 | $27K | Hold |
460
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $25K | Hold |
460
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $22K | Buy |
460
+160
| +53% | +$7.65K | 0.01% | 247 |
|
|
2019
Q4 | $16K | Sell |
300
-67
| -18% | -$3.57K | 0.01% | 289 |
|
|
2019
Q3 | $20K | Hold |
367
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $21K | Hold |
367
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $20K | Hold |
367
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $17K | Buy |
+367
| New | +$17K | 0.01% | 315 |
|