KWM
Kaydan Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
4,086
+17
| +0.4% | +$3.72K | 0.29% | 44 |
|
|
2025
Q1 | $569K | Hold |
4,069
| – | – | 0.18% | 55 |
|
|
2024
Q4 | $678K | Sell |
4,069
-50
| -1% | -$8.33K | 0.23% | 49 |
|
|
2024
Q3 | $702K | Hold |
4,119
| – | – | 0.21% | 47 |
|
|
2024
Q2 | $582K | Hold |
4,119
| – | – | 0.21% | 52 |
|
|
2024
Q1 | $517K | Sell |
4,119
-90
| -2% | -$11.3K | 0.18% | 56 |
|
|
2023
Q4 | $444K | Sell |
4,209
-26
| -0.6% | -$2.74K | 0.18% | 59 |
|
|
2023
Q3 | $449K | Sell |
4,235
-60
| -1% | -$6.36K | 0.18% | 56 |
|
|
2023
Q2 | $511K | Hold |
4,295
| – | – | 0.21% | 52 |
|
|
2023
Q1 | $399K | Sell |
4,295
-318
| -7% | -$29.5K | 0.16% | 59 |
|
|
2022
Q4 | $377K | Hold |
4,613
| – | – | 0.15% | 62 |
|
|
2022
Q3 | $282K | Sell |
4,613
-43
| -0.9% | -$2.63K | 0.16% | 69 |
|
|
2022
Q2 | $325K | Hold |
4,656
| – | – | 0.18% | 68 |
|
|
2022
Q1 | $385K | Hold |
4,656
| – | – | 0.17% | 74 |
|
|
2021
Q4 | $406K | Buy |
+4,656
| New | +$406K | 0.15% | 71 |
|