PWM
Paulson Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Hold |
2,847
| – | – | 0.16% | 68 |
|
|
2025
Q1 | $398K | Sell |
2,847
-48
| -2% | -$6.71K | 0.11% | 87 |
|
|
2024
Q4 | $482K | Sell |
2,895
-69
| -2% | -$11.5K | 0.13% | 79 |
|
|
2024
Q3 | $505K | Hold |
2,964
| – | – | 0.14% | 80 |
|
|
2024
Q2 | $419K | Buy |
2,964
+100
| +3% | +$14.1K | 0.12% | 87 |
|
|
2024
Q1 | $360K | Hold |
2,864
| – | – | 0.11% | 103 |
|
|
2023
Q4 | $302K | Sell |
2,864
-300
| -9% | -$31.6K | 0.1% | 104 |
|
|
2023
Q3 | $335K | Hold |
3,164
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $377K | Buy |
3,164
+752
| +31% | +$89.6K | 0.13% | 84 |
|
|
2023
Q1 | $224K | Buy |
+2,412
| New | +$224K | 0.1% | 88 |
|
|
2022
Q3 | – | Sell |
-4,682
| Closed | -$327K | – | 82 |
|
|
2022
Q2 | $327K | Hold |
4,682
| – | – | 0.17% | 55 |
|
|
2022
Q1 | $387K | Sell |
4,682
-219
| -4% | -$18.1K | 0.18% | 53 |
|
|
2021
Q4 | $427K | Buy |
4,901
+1,375
| +39% | +$120K | 0.19% | 50 |
|
|
2021
Q3 | $307K | Sell |
3,526
-2,057
| -37% | -$179K | 0.15% | 70 |
|
|
2021
Q2 | $435K | Sell |
5,583
-112
| -2% | -$8.73K | 0.21% | 60 |
|
|
2021
Q1 | $446K | Buy |
5,695
+526
| +10% | +$41.2K | 0.22% | 61 |
|
|
2020
Q4 | $334K | Buy |
+5,169
| New | +$334K | 0.19% | 68 |
|
|
2018
Q1 | – | Sell |
-757
| Closed | -$36K | – | 391 |
|
|
2017
Q4 | $36K | Buy |
+757
| New | +$36K | 0.03% | 229 |
|