PWMG
Prestige Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
11,315
-9
| -0.1% | -$1.97K | 0.5% | 37 |
|
|
2025
Q1 | $1.58M | Buy |
11,324
+36
| +0.3% | +$5.03K | 0.34% | 45 |
|
|
2024
Q4 | $1.88M | Buy |
11,288
+70
| +0.6% | +$11.7K | 0.39% | 45 |
|
|
2024
Q3 | $1.91M | Sell |
11,218
-2,152
| -16% | -$367K | 0.4% | 42 |
|
|
2024
Q2 | $1.89M | Sell |
13,370
-205
| -2% | -$28.9K | 0.41% | 43 |
|
|
2024
Q1 | $1.71M | Sell |
13,575
-220
| -2% | -$27.6K | 0.37% | 42 |
|
|
2023
Q4 | $1.45M | Sell |
13,795
-19
| -0.1% | -$2K | 0.33% | 45 |
|
|
2023
Q3 | $1.46M | Buy |
13,814
+2,206
| +19% | +$234K | 0.36% | 43 |
|
|
2023
Q2 | $1.38M | Sell |
11,608
-403
| -3% | -$48K | 0.33% | 43 |
|
|
2023
Q1 | $1.12M | Sell |
12,011
-2,019
| -14% | -$188K | 0.28% | 48 |
|
|
2022
Q4 | $1.15M | Buy |
14,030
+3,743
| +36% | +$306K | 0.3% | 49 |
|
|
2022
Q3 | $628K | Buy |
10,287
+275
| +3% | +$16.8K | 0.18% | 59 |
|
|
2022
Q2 | $700K | Sell |
10,012
-103
| -1% | -$7.2K | 0.19% | 56 |
|
|
2022
Q1 | $837K | Buy |
10,115
+229
| +2% | +$18.9K | 0.21% | 58 |
|
|
2021
Q4 | $862K | Buy |
9,886
+306
| +3% | +$26.7K | 0.21% | 56 |
|
|
2021
Q3 | $834K | Buy |
9,580
+556
| +6% | +$48.4K | 0.21% | 52 |
|
|
2021
Q2 | $702K | Buy |
9,024
+2,013
| +29% | +$157K | 0.19% | 54 |
|
|
2021
Q1 | $491K | Buy |
7,011
+61
| +0.9% | +$4.27K | 0.13% | 65 |
|
|
2020
Q4 | $450K | Sell |
6,950
-130
| -2% | -$8.42K | 0.12% | 75 |
|
|
2020
Q3 | $422K | Buy |
7,080
+32
| +0.5% | +$1.91K | 0.13% | 80 |
|
|
2020
Q2 | $389K | Sell |
7,048
-1,238
| -15% | -$68.3K | 0.14% | 70 |
|
|
2020
Q1 | $400K | Buy |
8,286
+2,012
| +32% | +$97.1K | 0.17% | 57 |
|
|
2019
Q4 | $332K | Sell |
6,274
-18
| -0.3% | -$953 | 0.18% | 89 |
|
|
2019
Q3 | $346K | Buy |
6,292
+18
| +0.3% | +$990 | 0.2% | 74 |
|
|
2019
Q2 | $357K | Sell |
6,274
-3,422
| -35% | -$195K | 0.22% | 73 |
|
|
2019
Q1 | $521K | Buy |
9,696
+2,790
| +40% | +$150K | 0.32% | 63 |
|
|
2018
Q4 | $312K | Buy |
+6,906
| New | +$312K | 0.23% | 78 |
|