HWM
Horizon Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
2,451
-144
| -6% | -$31.5K | 0.09% | 57 |
|
|
2025
Q1 | $363K | Buy |
2,595
+194
| +8% | +$27.1K | 0.06% | 68 |
|
|
2024
Q4 | $400K | Hold |
2,401
| – | – | 0.07% | 62 |
|
|
2024
Q3 | $409K | Hold |
2,401
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $339K | Sell |
2,401
-174
| -7% | -$24.6K | 0.08% | 55 |
|
|
2024
Q1 | $323K | Buy |
2,575
+188
| +8% | +$23.6K | 0.08% | 56 |
|
|
2023
Q4 | $252K | Buy |
2,387
+103
| +5% | +$10.9K | 0.07% | 64 |
|
|
2023
Q3 | $242K | Sell |
2,284
-1,638
| -42% | -$173K | 0.1% | 64 |
|
|
2023
Q2 | $467K | Buy |
3,922
+87
| +2% | +$10.4K | 0.18% | 36 |
|
|
2023
Q1 | $356K | Buy |
3,835
+4
| +0.1% | +$372 | 0.27% | 42 |
|
|
2022
Q4 | $313K | Sell |
3,831
-77
| -2% | -$6.29K | 0.26% | 42 |
|
|
2022
Q3 | $239K | Sell |
3,908
-3,009
| -44% | -$184K | 0.18% | 54 |
|
|
2022
Q2 | $483K | Hold |
6,917
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $572K | Hold |
6,917
| – | – | 0.18% | 49 |
|
|
2021
Q4 | $603K | Buy |
+6,917
| New | +$603K | 0.18% | 50 |
|