LCWP
Legacy Capital Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
2,369
-230
| -9% | -$50.3K | 0.12% | 186 |
|
|
2025
Q1 | $363K | Sell |
2,599
-505
| -16% | -$70.6K | 0.09% | 248 |
|
|
2024
Q4 | $517K | Sell |
3,104
-3,919
| -56% | -$653K | 0.13% | 173 |
|
|
2024
Q3 | $1.2M | Buy |
7,023
+3,115
| +80% | +$531K | 0.24% | 84 |
|
|
2024
Q2 | $552K | Buy |
+3,908
| New | +$552K | 0.14% | 142 |
|
|
2024
Q1 | – | Sell |
-3,529
| Closed | -$372K | – | 269 |
|
|
2023
Q4 | $372K | Buy |
3,529
+947
| +37% | +$99.8K | 0.11% | 186 |
|
|
2023
Q3 | $273K | Buy |
+2,582
| New | +$273K | 0.08% | 221 |
|
|
2023
Q2 | – | Sell |
-3,149
| Closed | -$293K | – | 172 |
|
|
2023
Q1 | $293K | Buy |
+3,149
| New | +$293K | 0.08% | 195 |
|