GWM
Greenwich Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6M | Buy |
331,993
+4
| +0% | +$875 | 3.52% | 5 |
|
|
2025
Q1 | $46.4M | Sell |
331,989
-443
| -0.1% | -$61.9K | 3.51% | 4 |
|
|
2024
Q4 | $55.4M | Buy |
332,432
+401
| +0.1% | +$66.8K | 3.91% | 4 |
|
|
2024
Q3 | $56.6M | Sell |
332,031
-56
| -0% | -$9.54K | 3.85% | 4 |
|
|
2024
Q2 | $46.9M | Sell |
332,087
-17
| -0% | -$2.4K | 3.42% | 4 |
|
|
2024
Q1 | $41.7M | Buy |
332,104
+69
| +0% | +$8.67K | 3.32% | 4 |
|
|
2023
Q4 | $35M | Sell |
332,035
-38
| -0% | -$4.01K | 3.46% | 5 |
|
|
2023
Q3 | $35.2M | Sell |
332,073
-145
| -0% | -$15.4K | 3.72% | 5 |
|
|
2023
Q2 | $39.6M | Sell |
332,218
-47
| -0% | -$5.6K | 4.16% | 5 |
|
|
2023
Q1 | $30.9M | Sell |
332,265
-243
| -0.1% | -$22.6K | 3.37% | 5 |
|
|
2022
Q4 | $27.2M | Buy |
332,508
+50
| +0% | +$4.09K | 2.99% | 5 |
|
|
2022
Q3 | $20.3M | Buy |
332,458
+328
| +0.1% | +$20K | 2.16% | 6 |
|
|
2022
Q2 | $23.2M | Hold |
332,130
| – | – | 3.07% | 6 |
|
|
2022
Q1 | $27.5M | Sell |
332,130
-675
| -0.2% | -$55.8K | 2.81% | 6 |
|
|
2021
Q4 | $29M | Sell |
332,805
-1,153
| -0.3% | -$101K | 2.37% | 6 |
|
|
2021
Q3 | $29.1M | Buy |
333,958
+298
| +0.1% | +$26K | 2.42% | 6 |
|
|
2021
Q2 | $26M | Sell |
333,660
-41
| -0% | -$3.19K | 2.22% | 6 |
|
|
2021
Q1 | $23.4M | Buy |
333,701
+685
| +0.2% | +$48.1K | 1.87% | 6 |
|
|
2020
Q4 | $21.5M | Sell |
333,016
-74
| -0% | -$4.79K | 1.88% | 5 |
|
|
2020
Q3 | $19.9M | Sell |
333,090
-68
| -0% | -$4.06K | 3.56% | 6 |
|
|
2020
Q2 | $18.4M | Buy |
333,158
+75
| +0% | +$4.15K | 3.52% | 5 |
|
|
2020
Q1 | $16.1M | Buy |
333,083
+573
| +0.2% | +$27.7K | 3.44% | 6 |
|
|
2019
Q4 | $17.6M | Sell |
332,510
-127
| -0% | -$6.73K | 3.54% | 4 |
|
|
2019
Q3 | $18.3M | Sell |
332,637
-720
| -0.2% | -$39.6K | 3.57% | 6 |
|
|
2019
Q2 | $19M | Sell |
333,357
-177
| -0.1% | -$10.1K | 3.27% | 5 |
|
|
2019
Q1 | $17.9M | Sell |
333,534
-552
| -0.2% | -$29.6K | 3.17% | 5 |
|
|
2018
Q4 | $15.1M | Buy |
334,086
+144
| +0% | +$6.5K | 3.01% | 5 |
|
|
2018
Q3 | $17.2M | Sell |
333,942
-184
| -0.1% | -$9.49K | 3% | 6 |
|
|
2018
Q2 | $14.7M | Buy |
334,126
+4,002
| +1% | +$176K | 2.61% | 6 |
|
|
2018
Q1 | $15.1M | Buy |
330,124
+287,195
| +669% | +$13.1M | 2.38% | 7 |
|
|
2017
Q4 | $2.03M | Buy |
42,929
+355
| +0.8% | +$16.8K | 0.34% | 49 |
|
|
2017
Q3 | $2.06M | Sell |
42,574
-10,329
| -20% | -$499K | 0.35% | 52 |
|
|
2017
Q2 | $2.65M | Sell |
52,903
-30
| -0.1% | -$1.5K | 0.44% | 49 |
|
|
2017
Q1 | $2.36M | Sell |
52,933
-59,934
| -53% | -$2.67M | 0.31% | 53 |
|
|
2016
Q4 | $4.34M | Sell |
112,867
-69,895
| -38% | -$2.69M | 0.55% | 27 |
|
|
2016
Q3 | $7.18M | Buy |
182,762
+132,000
| +260% | +$5.19M | 1.27% | 14 |
|
|
2016
Q2 | $2.08M | Buy |
+50,762
| New | +$2.08M | 0.5% | 50 |
|
|
2016
Q1 | – | Sell |
-26,689
| Closed | -$975K | – | 192 |
|
|
2015
Q4 | $975K | Buy |
+26,689
| New | +$975K | 0.24% | 78 |
|
|
2015
Q3 | – | Sell |
-75,002
| Closed | -$3.02M | – | 177 |
|
|
2015
Q2 | $3.02M | Sell |
75,002
-75,000
| -50% | -$3.02M | 0.39% | 72 |
|
|
2015
Q1 | $6.47M | Hold |
150,002
| – | – | 0.73% | 48 |
|
|
2014
Q4 | $6.75M | Buy |
150,002
+2
| +0% | +$90 | 0.45% | 52 |
|
|
2014
Q3 | $5.74M | Hold |
150,000
| – | – | 0.39% | 64 |
|
|
2014
Q2 | $6.08M | Sell |
150,000
-88,000
| -37% | -$3.57M | 0.4% | 62 |
|
|
2014
Q1 | $9.74M | Hold |
238,000
| – | – | 0.68% | 42 |
|
|
2013
Q4 | $9.11M | Sell |
238,000
-5,429
| -2% | -$208K | 0.92% | 41 |
|
|
2013
Q3 | $8.08M | Sell |
243,429
-279,221
| -53% | -$9.26M | 0.58% | 48 |
|
|
2013
Q2 | $16.1M | Buy |
+522,650
| New | +$16.1M | 1.19% | 13 |
|