PWP
Perfromance Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Buy |
220,727
+518
| +0.2% | +$113K | 1.54% | 13 |
|
|
2025
Q1 | $30.8M | Buy |
220,209
+32,160
| +17% | +$4.5M | 1.1% | 14 |
|
|
2024
Q4 | $31.3M | Buy |
188,049
+2,068
| +1% | +$345K | 1.01% | 17 |
|
|
2024
Q3 | $31.7M | Buy |
185,981
+6,001
| +3% | +$1.02M | 1.09% | 15 |
|
|
2024
Q2 | $25.4M | Buy |
179,980
+176,234
| +4,705% | +$24.9M | 0.94% | 14 |
|
|
2024
Q1 | $471K | Buy |
3,746
+205
| +6% | +$25.8K | 0.02% | 100 |
|
|
2023
Q4 | $373K | Sell |
3,541
-144
| -4% | -$15.2K | 0.02% | 117 |
|
|
2023
Q3 | $390K | Hold |
3,685
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $427K | Sell |
3,685
-53
| -1% | -$6.15K | 0.02% | 127 |
|
|
2023
Q1 | $347K | Sell |
3,738
-175
| -4% | -$16.3K | 0.02% | 135 |
|
|
2022
Q4 | $320K | Sell |
3,913
-553
| -12% | -$45.2K | 0.02% | 123 |
|
|
2022
Q3 | $273K | Sell |
4,466
-125
| -3% | -$7.64K | 0.02% | 126 |
|
|
2022
Q2 | $321K | Buy |
4,591
+150
| +3% | +$10.5K | 0.02% | 121 |
|
|
2022
Q1 | $367K | Sell |
4,441
-125
| -3% | -$10.3K | 0.02% | 124 |
|
|
2021
Q4 | $398K | Buy |
+4,566
| New | +$398K | 0.02% | 128 |
|