KWM
Kolinsky Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $483K | Buy |
2,898
+105
| +4% | +$17.5K | 0.29% | 66 |
|
|
2024
Q3 | $476K | Buy |
2,793
+290
| +12% | +$49.4K | 0.31% | 72 |
|
|
2024
Q2 | $353K | Sell |
2,503
-213
| -8% | -$30.1K | 0.25% | 88 |
|
|
2024
Q1 | $341K | Sell |
2,716
-1,005
| -27% | -$126K | 0.26% | 93 |
|
|
2023
Q4 | $392K | Sell |
3,721
-124
| -3% | -$13.1K | 0.35% | 71 |
|
|
2023
Q3 | $407K | Sell |
3,845
-84
| -2% | -$8.9K | 0.4% | 61 |
|
|
2023
Q2 | $463K | Buy |
3,929
+169
| +4% | +$19.9K | 0.44% | 56 |
|
|
2023
Q1 | $349K | Buy |
3,760
+172
| +5% | +$16K | 0.37% | 66 |
|
|
2022
Q4 | $293K | Sell |
3,588
-521
| -13% | -$42.5K | 0.33% | 79 |
|
|
2022
Q3 | $251K | Buy |
4,109
+248
| +6% | +$15.1K | 0.31% | 84 |
|
|
2022
Q2 | $270K | Buy |
3,861
+264
| +7% | +$18.5K | 0.32% | 81 |
|
|
2022
Q1 | $298K | Buy |
3,597
+485
| +16% | +$40.2K | 0.29% | 84 |
|
|
2021
Q4 | $271K | Buy |
+3,112
| New | +$271K | 0.25% | 107 |
|