IWP
Insight Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+986
| New | +$216K | 0.08% | 102 |
|
|
2024
Q4 | – | Sell |
-1,212
| Closed | -$207K | – | 100 |
|
|
2024
Q3 | $207K | Sell |
1,212
-564
| -32% | -$96.1K | 0.04% | 94 |
|
|
2024
Q2 | $251K | Buy |
1,776
+135
| +8% | +$19.1K | 0.04% | 77 |
|
|
2024
Q1 | $206K | Buy |
+1,641
| New | +$206K | 0.04% | 82 |
|