JWBC
John W. Bristol & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Hold |
2,744
| – | – | 0.01% | 50 |
|
|
2025
Q1 | $384K | Hold |
2,744
| – | – | 0.01% | 56 |
|
|
2024
Q4 | $457K | Sell |
2,744
-482
| -15% | -$80.3K | 0.01% | 53 |
|
|
2024
Q3 | $550K | Hold |
3,226
| – | – | 0.01% | 55 |
|
|
2024
Q2 | $456K | Sell |
3,226
-182
| -5% | -$25.7K | 0.01% | 57 |
|
|
2024
Q1 | $428K | Hold |
3,408
| – | – | 0.01% | 54 |
|
|
2023
Q4 | $359K | Sell |
3,408
-1,000
| -23% | -$105K | 0.01% | 61 |
|
|
2023
Q3 | $467K | Hold |
4,408
| – | – | 0.01% | 61 |
|
|
2023
Q2 | $525K | Hold |
4,408
| – | – | 0.01% | 61 |
|
|
2023
Q1 | $410K | Buy |
+4,408
| New | +$410K | 0.01% | 76 |
|