IWC
Integrated Wealth Concepts’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
72,124
+9,567
| +15% | +$2.09M | 0.16% | 134 |
|
|
2025
Q1 | $8.75M | Sell |
62,557
-1,508
| -2% | -$211K | 0.1% | 189 |
|
|
2024
Q4 | $10.7M | Buy |
64,065
+4,550
| +8% | +$758K | 0.12% | 159 |
|
|
2024
Q3 | $10.1M | Buy |
59,515
+971
| +2% | +$165K | 0.12% | 167 |
|
|
2024
Q2 | $8.27M | Buy |
58,544
+900
| +2% | +$127K | 0.11% | 183 |
|
|
2024
Q1 | $7.24M | Buy |
57,644
+827
| +1% | +$104K | 0.1% | 213 |
|
|
2023
Q4 | $5.99M | Sell |
56,817
-2,123
| -4% | -$224K | 0.1% | 218 |
|
|
2023
Q3 | $6.24M | Sell |
58,940
-449
| -0.8% | -$47.6K | 0.11% | 202 |
|
|
2023
Q2 | $7.07M | Buy |
59,389
+8,266
| +16% | +$984K | 0.12% | 183 |
|
|
2023
Q1 | $4.75M | Sell |
51,123
-5,754
| -10% | -$535K | 0.1% | 205 |
|
|
2022
Q4 | $4.65M | Buy |
56,877
+2,095
| +4% | +$171K | 0.13% | 167 |
|
|
2022
Q3 | $3.35M | Buy |
54,782
+855
| +2% | +$52.2K | 0.11% | 184 |
|
|
2022
Q2 | $3.77M | Sell |
53,927
-2,155
| -4% | -$151K | 0.12% | 173 |
|
|
2022
Q1 | $4.64M | Buy |
56,082
+1,037
| +2% | +$85.8K | 0.14% | 139 |
|
|
2021
Q4 | $4.8M | Buy |
55,045
+5,199
| +10% | +$453K | 0.14% | 128 |
|
|
2021
Q3 | $4.34M | Buy |
49,846
+10,417
| +26% | +$908K | 0.14% | 132 |
|
|
2021
Q2 | $3.07M | Buy |
39,429
+1,059
| +3% | +$82.4K | 0.11% | 165 |
|
|
2021
Q1 | $2.69M | Sell |
38,370
-16,747
| -30% | -$1.17M | 0.11% | 152 |
|
|
2020
Q4 | $3.57M | Buy |
55,117
+7,299
| +15% | +$472K | 0.17% | 105 |
|
|
2020
Q3 | $2.86M | Buy |
47,818
+1,011
| +2% | +$60.4K | 0.18% | 105 |
|
|
2020
Q2 | $2.59M | Buy |
46,807
+1,822
| +4% | +$101K | 0.19% | 93 |
|
|
2020
Q1 | $2.17M | Buy |
44,985
+4,095
| +10% | +$198K | 0.2% | 88 |
|
|
2019
Q4 | $2.17M | Buy |
40,890
+17,835
| +77% | +$945K | 0.18% | 96 |
|
|
2019
Q3 | $1.27M | Buy |
23,055
+3,920
| +20% | +$216K | 0.14% | 107 |
|
|
2019
Q2 | $1.09M | Buy |
19,135
+5,110
| +36% | +$291K | 0.14% | 113 |
|
|
2019
Q1 | $753K | Buy |
14,025
+1,161
| +9% | +$62.3K | 0.13% | 127 |
|
|
2018
Q4 | $581K | Buy |
12,864
+2,142
| +20% | +$96.7K | 0.16% | 117 |
|
|
2018
Q3 | $555K | Buy |
10,722
+194
| +2% | +$10K | 0.17% | 108 |
|
|
2018
Q2 | $473K | Buy |
10,528
+740
| +8% | +$33.2K | 0.16% | 116 |
|
|
2018
Q1 | $441K | Buy |
9,788
+1,156
| +13% | +$52.1K | 0.18% | 107 |
|
|
2017
Q4 | $423K | Buy |
+8,632
| New | +$423K | 0.18% | 106 |
|