KWMG
King Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
33,444
-1,190
| -3% | -$260K | 0.99% | 24 |
|
|
2025
Q1 | $4.84M | Buy |
34,634
+14,439
| +71% | +$2.02M | 0.73% | 30 |
|
|
2024
Q4 | $3.37M | Sell |
20,195
-1,414
| -7% | -$236K | 0.49% | 37 |
|
|
2024
Q3 | $3.68M | Buy |
21,609
+1,717
| +9% | +$293K | 0.57% | 33 |
|
|
2024
Q2 | $2.81M | Buy |
19,892
+5,918
| +42% | +$836K | 0.47% | 37 |
|
|
2024
Q1 | $1.76M | Buy |
13,974
+1,003
| +8% | +$126K | 0.31% | 42 |
|
|
2023
Q4 | $1.37M | Buy |
12,971
+5,053
| +64% | +$533K | 0.26% | 46 |
|
|
2023
Q3 | $839K | Sell |
7,918
-22
| -0.3% | -$2.33K | 0.18% | 59 |
|
|
2023
Q2 | $946K | Sell |
7,940
-4,009
| -34% | -$478K | 0.19% | 60 |
|
|
2023
Q1 | $1.11M | Buy |
11,949
+1,109
| +10% | +$103K | 0.25% | 53 |
|
|
2022
Q4 | $886K | Sell |
10,840
-6,070
| -36% | -$496K | 0.21% | 59 |
|
|
2022
Q3 | $1.03M | Buy |
16,910
+3,204
| +23% | +$196K | 0.26% | 50 |
|
|
2022
Q2 | $958K | Buy |
13,706
+9,384
| +217% | +$656K | 0.23% | 56 |
|
|
2022
Q1 | $358K | Buy |
4,322
+8
| +0.2% | +$663 | 0.07% | 116 |
|
|
2021
Q4 | $376K | Buy |
4,314
+118
| +3% | +$10.3K | 0.07% | 120 |
|
|
2021
Q3 | $366K | Buy |
4,196
+123
| +3% | +$10.7K | 0.08% | 120 |
|
|
2021
Q2 | $317K | Buy |
4,073
+744
| +22% | +$57.9K | 0.06% | 137 |
|
|
2021
Q1 | $234K | Buy |
3,329
+8
| +0.2% | +$562 | 0.05% | 143 |
|
|
2020
Q4 | $215K | Sell |
3,321
-427
| -11% | -$27.6K | 0.05% | 145 |
|
|
2020
Q3 | $224K | Buy |
3,748
+9
| +0.2% | +$538 | 0.06% | 149 |
|
|
2020
Q2 | $207K | Buy |
+3,739
| New | +$207K | 0.06% | 144 |
|
|
2019
Q3 | – | Sell |
-5,399
| Closed | -$308K | – | 146 |
|
|
2019
Q2 | $308K | Buy |
+5,399
| New | +$308K | 0.09% | 99 |
|