IFWM
Institute for Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
18,987
-393
| -2% | -$85.9K | 0.46% | 40 |
|
|
2025
Q1 | $2.71M | Sell |
19,380
-671
| -3% | -$93.8K | 0.35% | 56 |
|
|
2024
Q4 | $3.34M | Buy |
20,051
+1,555
| +8% | +$259K | 0.42% | 45 |
|
|
2024
Q3 | $3.15M | Sell |
18,496
-1,324
| -7% | -$226K | 0.4% | 47 |
|
|
2024
Q2 | $2.8M | Buy |
19,820
+187
| +1% | +$26.4K | 0.38% | 52 |
|
|
2024
Q1 | $2.47M | Sell |
19,633
-370
| -2% | -$46.5K | 0.32% | 61 |
|
|
2023
Q4 | $2.11M | Sell |
20,003
-842
| -4% | -$88.8K | 0.34% | 69 |
|
|
2023
Q3 | $2.21M | Buy |
20,845
+381
| +2% | +$40.4K | 0.4% | 55 |
|
|
2023
Q2 | $2.44M | Buy |
20,464
+2,502
| +14% | +$298K | 0.41% | 47 |
|
|
2023
Q1 | $1.67M | Sell |
17,962
-199
| -1% | -$18.5K | 0.32% | 74 |
|
|
2022
Q4 | $1.48M | Sell |
18,161
-58
| -0.3% | -$4.74K | 0.31% | 83 |
|
|
2022
Q3 | $1.11M | Sell |
18,219
-36
| -0.2% | -$2.2K | 0.25% | 105 |
|
|
2022
Q2 | $1.28M | Sell |
18,255
-1,899
| -9% | -$133K | 0.25% | 101 |
|
|
2022
Q1 | $1.67M | Sell |
20,154
-56
| -0.3% | -$4.63K | 0.27% | 92 |
|
|
2021
Q4 | $1.76M | Sell |
20,210
-57
| -0.3% | -$4.97K | 0.29% | 83 |
|
|
2021
Q3 | $1.77M | Buy |
20,267
+281
| +1% | +$24.5K | 0.31% | 78 |
|
|
2021
Q2 | $1.56M | Sell |
19,986
-412
| -2% | -$32.1K | 0.27% | 92 |
|
|
2021
Q1 | $1.43M | Sell |
20,398
-172
| -0.8% | -$12.1K | 0.27% | 94 |
|
|
2020
Q4 | $1.33M | Buy |
20,570
+332
| +2% | +$21.5K | 0.26% | 97 |
|
|
2020
Q3 | $1.21M | Buy |
20,238
+434
| +2% | +$25.9K | 0.28% | 92 |
|
|
2020
Q2 | $1.1M | Buy |
19,804
+853
| +5% | +$47.2K | 0.27% | 98 |
|
|
2020
Q1 | $916K | Sell |
18,951
-46
| -0.2% | -$2.22K | 0.28% | 91 |
|
|
2019
Q4 | $1.01M | Sell |
18,997
-43
| -0.2% | -$2.28K | 0.23% | 119 |
|
|
2019
Q3 | $1.05M | Sell |
19,040
-2,024
| -10% | -$111K | 0.26% | 106 |
|
|
2019
Q2 | $1.2M | Buy |
21,064
+2,891
| +16% | +$165K | 0.27% | 109 |
|
|
2019
Q1 | $976K | Sell |
18,173
-1,723
| -9% | -$92.5K | 0.21% | 129 |
|
|
2018
Q4 | $898K | Buy |
19,896
+1,792
| +10% | +$80.9K | 0.37% | 82 |
|
|
2018
Q3 | $937K | Sell |
18,104
-1,700
| -9% | -$88K | 0.32% | 107 |
|
|
2018
Q2 | $865K | Sell |
19,804
-22
| -0.1% | -$961 | 0.28% | 122 |
|
|
2018
Q1 | $918K | Sell |
19,826
-128
| -0.6% | -$5.93K | 0.27% | 138 |
|
|
2017
Q4 | $949K | Sell |
19,954
-1,422
| -7% | -$67.6K | 0.22% | 139 |
|
|
2017
Q3 | $1.04M | Buy |
21,376
+2,357
| +12% | +$114K | 0.34% | 99 |
|
|
2017
Q2 | $957K | Buy |
+19,019
| New | +$957K | 0.26% | 126 |
|
|
2014
Q1 | – | Sell |
-94
| Closed | -$4K | – | 75 |
|
|
2013
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 68 |
|
|
2013
Q3 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 64 |
|