KWM
Kingsview Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83M | Sell |
379,648
-848
| -0.2% | -$185K | 1.41% | 11 |
|
|
2025
Q1 | $53.2M | Buy |
380,496
+49,829
| +15% | +$6.97M | 1% | 18 |
|
|
2024
Q4 | $55.1M | Sell |
330,667
-14,034
| -4% | -$2.34M | 1.07% | 15 |
|
|
2024
Q3 | $58.7M | Buy |
344,701
+13,782
| +4% | +$2.35M | 1.24% | 11 |
|
|
2024
Q2 | $46.7M | Buy |
330,919
+22,805
| +7% | +$3.22M | 1.1% | 14 |
|
|
2024
Q1 | $38.7M | Buy |
308,114
+33,505
| +12% | +$4.21M | 0.97% | 18 |
|
|
2023
Q4 | $29M | Buy |
274,609
+44,784
| +19% | +$4.72M | 0.86% | 17 |
|
|
2023
Q3 | $24.3M | Buy |
229,825
+76,714
| +50% | +$8.13M | 0.87% | 17 |
|
|
2023
Q2 | $18.2M | Buy |
153,111
+23,454
| +18% | +$2.79M | 0.72% | 25 |
|
|
2023
Q1 | $12M | Sell |
129,657
-8,128
| -6% | -$755K | 0.51% | 40 |
|
|
2022
Q4 | $11.3M | Buy |
137,785
+11,670
| +9% | +$954K | 0.49% | 42 |
|
|
2022
Q3 | $7.7M | Buy |
126,115
+6,996
| +6% | +$427K | 0.37% | 62 |
|
|
2022
Q2 | $8.32M | Sell |
119,119
-1,426
| -1% | -$99.6K | 0.4% | 57 |
|
|
2022
Q1 | $9.97M | Buy |
120,545
+1,477
| +1% | +$122K | 0.44% | 49 |
|
|
2021
Q4 | $10.4M | Sell |
119,068
-172
| -0.1% | -$15K | 0.43% | 47 |
|
|
2021
Q3 | $10.4M | Buy |
119,240
+112
| +0.1% | +$9.76K | 0.49% | 36 |
|
|
2021
Q2 | $9.47M | Buy |
119,128
+5,687
| +5% | +$452K | 0.47% | 38 |
|
|
2021
Q1 | $8.15M | Buy |
113,441
+22,617
| +25% | +$1.62M | 0.46% | 42 |
|
|
2020
Q4 | $5.88M | Buy |
90,824
+232
| +0.3% | +$15K | 0.43% | 50 |
|
|
2020
Q3 | $5.41M | Sell |
90,592
-6,500
| -7% | -$388K | 0.48% | 43 |
|
|
2020
Q2 | $5.37M | Buy |
97,092
+1,102
| +1% | +$60.9K | 0.54% | 39 |
|
|
2020
Q1 | $4.64M | Buy |
95,990
+5,602
| +6% | +$271K | 0.63% | 33 |
|
|
2019
Q4 | $4.79M | Buy |
90,388
+941
| +1% | +$49.9K | 0.6% | 40 |
|
|
2019
Q3 | $4.92M | Sell |
89,447
-336
| -0.4% | -$18.5K | 0.77% | 28 |
|
|
2019
Q2 | $5.12M | Sell |
89,783
-41,762
| -32% | -$2.38M | 0.86% | 21 |
|
|
2019
Q1 | $7.07M | Buy |
131,545
+124,110
| +1,669% | +$6.67M | 1.07% | 12 |
|
|
2018
Q4 | $336K | Buy |
7,435
+203
| +3% | +$9.17K | 0.07% | 269 |
|
|
2018
Q3 | $373K | Buy |
7,232
+1,891
| +35% | +$97.5K | 0.08% | 261 |
|
|
2018
Q2 | $235K | Buy |
5,341
+980
| +22% | +$43.1K | 0.06% | 288 |
|
|
2018
Q1 | $200K | Sell |
4,361
-1,889
| -30% | -$86.6K | 0.05% | 297 |
|
|
2017
Q4 | $296K | Sell |
6,250
-44
| -0.7% | -$2.08K | 0.11% | 244 |
|
|
2017
Q3 | $304K | Buy |
6,294
+1,346
| +27% | +$65K | 0.13% | 208 |
|
|
2017
Q2 | $248K | Buy |
4,948
+152
| +3% | +$7.62K | 0.13% | 211 |
|
|
2017
Q1 | $214K | Buy |
+4,796
| New | +$214K | 0.13% | 213 |
|