HNW
High Note Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
3,785
-127
| -3% | -$27.8K | 0.19% | 66 |
|
|
2025
Q1 | $547K | Hold |
3,912
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $652K | Sell |
3,912
-129
| -3% | -$21.5K | 0.17% | 61 |
|
|
2024
Q3 | $689K | Sell |
4,041
-96
| -2% | -$16.4K | 0.2% | 58 |
|
|
2024
Q2 | $584K | Sell |
4,137
-39
| -0.9% | -$5.51K | 0.18% | 63 |
|
|
2024
Q1 | $525K | Hold |
4,176
| – | – | 0.17% | 68 |
|
|
2023
Q4 | $440K | Sell |
4,176
-90
| -2% | -$9.49K | 0.17% | 68 |
|
|
2023
Q3 | $452K | Buy |
4,266
+215
| +5% | +$22.8K | 0.19% | 67 |
|
|
2023
Q2 | $482K | Sell |
4,051
-5
| -0.1% | -$595 | 0.2% | 65 |
|
|
2023
Q1 | $377K | Hold |
4,056
| – | – | 0.16% | 70 |
|
|
2022
Q4 | $332K | Buy |
4,056
+8
| +0.2% | +$654 | 0.14% | 74 |
|
|
2022
Q3 | $304K | Buy |
4,048
+12
| +0.3% | +$901 | 0.12% | 78 |
|
|
2022
Q2 | $282K | Sell |
4,036
-5
| -0.1% | -$349 | 0.11% | 83 |
|
|
2022
Q1 | $334K | Buy |
4,041
+8
| +0.2% | +$661 | 0.12% | 78 |
|
|
2021
Q4 | $351K | Sell |
4,033
-2
| -0% | -$174 | 0.12% | 69 |
|
|
2021
Q3 | $351K | Sell |
4,035
-4
| -0.1% | -$348 | 0.13% | 70 |
|
|
2021
Q2 | $314K | Buy |
4,039
+103
| +3% | +$8.01K | 0.11% | 72 |
|
|
2021
Q1 | $276K | Hold |
3,936
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $254K | Buy |
+3,936
| New | +$254K | 0.11% | 72 |
|