GWM
GSB Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
17,098
-63
| -0.4% | -$13.8K | 0.92% | 33 |
|
|
2025
Q1 | $2.4M | Sell |
17,161
-458
| -3% | -$64K | 0.63% | 59 |
|
|
2024
Q4 | $2.94M | Sell |
17,619
-372
| -2% | -$62K | 0.76% | 40 |
|
|
2024
Q3 | $3.07M | Sell |
17,991
-37
| -0.2% | -$6.31K | 0.78% | 36 |
|
|
2024
Q2 | $2.55M | Sell |
18,028
-451
| -2% | -$63.7K | 0.69% | 45 |
|
|
2024
Q1 | $2.32M | Buy |
18,479
+1,728
| +10% | +$217K | 0.65% | 52 |
|
|
2023
Q4 | $1.77M | Buy |
16,751
+11
| +0.1% | +$1.16K | 0.54% | 65 |
|
|
2023
Q3 | $1.77M | Buy |
16,740
+51
| +0.3% | +$5.4K | 0.59% | 56 |
|
|
2023
Q2 | $1.99M | Buy |
16,689
+69
| +0.4% | +$8.22K | 0.65% | 51 |
|
|
2023
Q1 | $1.54M | Sell |
16,620
-140
| -0.8% | -$13K | 0.5% | 72 |
|
|
2022
Q4 | $1.37M | Buy |
16,760
+896
| +6% | +$73.2K | 0.49% | 75 |
|
|
2022
Q3 | $969K | Buy |
15,864
+21
| +0.1% | +$1.28K | 0.35% | 104 |
|
|
2022
Q2 | $1.11M | Sell |
15,843
-144
| -0.9% | -$10.1K | 0.38% | 98 |
|
|
2022
Q1 | $1.32M | Buy |
15,987
+1,397
| +10% | +$116K | 0.39% | 92 |
|
|
2021
Q4 | $1.27M | Buy |
+14,590
| New | +$1.27M | 0.37% | 97 |
|
|
2021
Q3 | – | Sell |
-14,717
| Closed | -$1.15M | – | 194 |
|
|
2021
Q2 | $1.15M | Buy |
14,717
+13
| +0.1% | +$1.01K | 0.36% | 91 |
|
|
2021
Q1 | $1.03M | Buy |
+14,704
| New | +$1.03M | 0.34% | 96 |
|