KJWM
Kiley Juergens Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
11,237
-55
| -0.5% | -$12K | 0.57% | 37 |
|
|
2025
Q1 | $1.58M | Sell |
11,292
-17
| -0.2% | -$2.38K | 0.42% | 39 |
|
|
2024
Q4 | $1.88M | Sell |
11,309
-50
| -0.4% | -$8.33K | 0.47% | 37 |
|
|
2024
Q3 | $1.94M | Sell |
11,359
-2
| -0% | -$341 | 0.5% | 39 |
|
|
2024
Q2 | $1.6M | Buy |
11,361
+154
| +1% | +$21.7K | 0.45% | 38 |
|
|
2024
Q1 | $1.41M | Sell |
11,207
-457
| -4% | -$57.4K | 0.44% | 37 |
|
|
2023
Q4 | $1.23M | Sell |
11,664
-4,654
| -29% | -$491K | 0.41% | 36 |
|
|
2023
Q3 | $1.73M | Buy |
16,318
+165
| +1% | +$17.5K | 0.62% | 33 |
|
|
2023
Q2 | $1.92M | Sell |
16,153
-405
| -2% | -$48.2K | 0.66% | 34 |
|
|
2023
Q1 | $1.54M | Sell |
16,558
-49
| -0.3% | -$4.55K | 0.58% | 35 |
|
|
2022
Q4 | $1.36M | Sell |
16,607
-878
| -5% | -$71.8K | 0.57% | 38 |
|
|
2022
Q3 | $1.07M | Buy |
17,485
+62
| +0.4% | +$3.78K | 0.5% | 39 |
|
|
2022
Q2 | $1.22M | Buy |
+17,423
| New | +$1.22M | 0.58% | 36 |
|
|
2022
Q1 | – | Sell |
-14,725
| Closed | -$1.28M | – | 68 |
|
|
2021
Q4 | $1.28M | Buy |
+14,725
| New | +$1.28M | 0.49% | 36 |
|
|
2018
Q4 | – | Sell |
-2,747
| Closed | -$141K | – | 458 |
|
|
2018
Q3 | $141K | Buy |
2,747
+1,140
| +71% | +$58.5K | 0.11% | 128 |
|
|
2018
Q2 | $70K | Buy |
+1,607
| New | +$70K | 0.06% | 167 |
|
|
2018
Q1 | – | Sell |
-1,020
| Closed | -$48K | – | 439 |
|
|
2017
Q4 | $48K | Buy |
+1,020
| New | +$48K | 0.04% | 207 |
|