JWM
Janiczek Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $228K | Buy |
1,616
+200
| +14% | +$28.2K | 0.05% | 169 |
|
|
2024
Q1 | $178K | Buy |
1,416
+49
| +4% | +$6.16K | 0.04% | 194 |
|
|
2023
Q4 | $144K | Sell |
1,367
-177
| -11% | -$18.7K | 0.03% | 215 |
|
|
2023
Q3 | $164K | Buy |
1,544
+1,304
| +543% | +$138K | 0.04% | 169 |
|
|
2023
Q2 | $28.6K | Hold |
240
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $23K | Sell |
240
-47
| -16% | -$4.51K | 0.01% | 435 |
|
|
2022
Q4 | $25.6K | Buy |
287
+35
| +14% | +$3.12K | 0.01% | 412 |
|
|
2022
Q3 | $16K | Sell |
252
-84
| -25% | -$5.33K | 0.01% | 481 |
|
|
2022
Q2 | $26K | Buy |
336
+69
| +26% | +$5.34K | 0.01% | 428 |
|
|
2022
Q1 | $22K | Sell |
267
-40
| -13% | -$3.3K | 0.01% | 433 |
|
|
2021
Q4 | $27K | Hold |
307
| – | – | 0.01% | 433 |
|
|
2021
Q3 | $27K | Buy |
307
+16
| +5% | +$1.41K | 0.01% | 403 |
|
|
2021
Q2 | $23K | Buy |
291
+194
| +200% | +$15.3K | 0.01% | 398 |
|
|
2021
Q1 | $7K | Hold |
97
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $6K | Buy |
97
+35
| +56% | +$2.17K | ﹤0.01% | 562 |
|
|
2020
Q3 | $4K | Sell |
62
-18
| -23% | -$1.16K | ﹤0.01% | 395 |
|
|
2020
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 205 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$1K | – | 164 |
|
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 152 |
|