PWG
Portside Wealth Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
64,444
-3,832
| -6% | -$838K | 2.09% | 5 |
|
|
2025
Q1 | $9.55M | Buy |
68,276
+6,338
| +10% | +$886K | 1.56% | 8 |
|
|
2024
Q4 | $10.3M | Buy |
61,938
+9,633
| +18% | +$1.61M | 1.71% | 7 |
|
|
2024
Q3 | $8.91M | Buy |
52,305
+31,021
| +146% | +$5.29M | 1.52% | 9 |
|
|
2024
Q2 | $3.01M | Sell |
21,284
-324
| -1% | -$45.7K | 0.57% | 44 |
|
|
2024
Q1 | $2.71M | Sell |
21,608
-436
| -2% | -$54.8K | 0.5% | 54 |
|
|
2023
Q4 | $2.32M | Sell |
22,044
-466
| -2% | -$49.1K | 0.43% | 64 |
|
|
2023
Q3 | $2.39M | Buy |
22,510
+1,640
| +8% | +$174K | 0.45% | 61 |
|
|
2023
Q2 | $2.49M | Buy |
+20,870
| New | +$2.49M | 0.46% | 57 |
|