KWM
Keebeck Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,322
+212
| +3% | +$46.4K | 0.18% | 121 |
|
|
2025
Q1 | $854K | Buy |
6,110
+357
| +6% | +$49.9K | 0.13% | 139 |
|
|
2024
Q4 | $959K | Buy |
5,753
+78
| +1% | +$13K | 0.14% | 130 |
|
|
2024
Q3 | $967K | Buy |
5,675
+1,741
| +44% | +$297K | 0.14% | 135 |
|
|
2024
Q2 | $555K | Buy |
3,934
+40
| +1% | +$5.65K | 0.08% | 166 |
|
|
2024
Q1 | $489K | Sell |
3,894
-151
| -4% | -$19K | 0.07% | 190 |
|
|
2023
Q4 | $426K | Buy |
4,045
+282
| +7% | +$29.7K | 0.07% | 196 |
|
|
2023
Q3 | $399K | Buy |
3,763
+50
| +1% | +$5.3K | 0.07% | 189 |
|
|
2023
Q2 | $442K | Hold |
3,713
| – | – | 0.06% | 189 |
|
|
2023
Q1 | $345K | Buy |
3,713
+111
| +3% | +$10.3K | 0.06% | 196 |
|
|
2022
Q4 | $294K | Buy |
+3,602
| New | +$294K | 0.05% | 198 |
|
|
2022
Q2 | – | Sell |
-2,842
| Closed | -$235K | – | 248 |
|
|
2022
Q1 | $235K | Hold |
2,842
| – | – | 0.04% | 219 |
|
|
2021
Q4 | $248K | Hold |
2,842
| – | – | 0.04% | 198 |
|
|
2021
Q3 | $248K | Hold |
2,842
| – | – | 0.05% | 189 |
|
|
2021
Q2 | $221K | Buy |
+2,842
| New | +$221K | 0.03% | 226 |
|
|
2020
Q3 | – | Sell |
-2,521
| Closed | -$139K | – | 303 |
|
|
2020
Q2 | $139K | Buy |
+2,521
| New | +$139K | 0.04% | 170 |
|
|
2020
Q1 | – | Sell |
-2,521
| Closed | -$133K | – | 275 |
|
|
2019
Q4 | $133K | Buy |
+2,521
| New | +$133K | 0.04% | 167 |
|