QPWM
Quadrant Private Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
4,622
+26
| +0.6% | +$5.68K | 0.21% | 95 |
|
|
2025
Q1 | $643K | Buy |
4,596
+31
| +0.7% | +$4.33K | 0.16% | 118 |
|
|
2024
Q4 | $761K | Sell |
4,565
-72,688
| -94% | -$12.1M | 0.19% | 114 |
|
|
2024
Q3 | $13.2M | Sell |
77,253
-2,696
| -3% | -$459K | 3.26% | 2 |
|
|
2024
Q2 | $11.3M | Buy |
79,949
+396
| +0.5% | +$55.9K | 2.59% | 5 |
|
|
2024
Q1 | $9.99M | Buy |
79,553
+40
| +0.1% | +$5.02K | 2.53% | 5 |
|
|
2023
Q4 | $8.38M | Buy |
79,513
+98
| +0.1% | +$10.3K | 2.32% | 8 |
|
|
2023
Q3 | $8.41M | Sell |
79,415
-189
| -0.2% | -$20K | 2.83% | 5 |
|
|
2023
Q2 | $9.48M | Sell |
79,604
-402
| -0.5% | -$47.9K | 2.75% | 5 |
|
|
2023
Q1 | $7.43M | Sell |
80,006
-835
| -1% | -$77.6K | 2.32% | 4 |
|
|
2022
Q4 | $6.61M | Buy |
+80,841
| New | +$6.61M | 2.22% | 5 |
|
|
2022
Q2 | $5.63M | Sell |
80,552
-7,232
| -8% | -$505K | 2.31% | 5 |
|
|
2022
Q1 | $7.26M | Buy |
87,784
+71
| +0.1% | +$5.87K | 2.71% | 4 |
|
|
2021
Q4 | $7.65M | Sell |
87,713
-29,896
| -25% | -$2.61M | 2.84% | 4 |
|
|
2021
Q3 | $10.2M | Sell |
117,609
-2,797
| -2% | -$244K | 4.23% | 2 |
|
|
2021
Q2 | $9.37M | Sell |
120,406
-2,104
| -2% | -$164K | 3.8% | 3 |
|
|
2021
Q1 | $8.6M | Sell |
122,510
-18,495
| -13% | -$1.3M | 3.74% | 3 |
|
|
2020
Q4 | $9.12M | Sell |
141,005
-5,466
| -4% | -$354K | 4.06% | 3 |
|
|
2020
Q3 | $8.74M | Buy |
146,471
+3,067
| +2% | +$183K | 4.4% | 3 |
|
|
2020
Q2 | $7.93M | Buy |
143,404
+6,190
| +5% | +$342K | 4.58% | 3 |
|
|
2020
Q1 | $6.63M | Buy |
137,214
+8,370
| +6% | +$405K | 5.54% | 2 |
|
|
2019
Q4 | $6.83M | Buy |
128,844
+57
| +0% | +$3.02K | 6.11% | 3 |
|
|
2019
Q3 | $7.09M | Buy |
128,787
+31
| +0% | +$1.71K | 6.52% | 2 |
|
|
2019
Q2 | $7.34M | Sell |
128,756
-826
| -0.6% | -$47.1K | 6.69% | 2 |
|
|
2019
Q1 | $6.96M | Sell |
129,582
-246
| -0.2% | -$13.2K | 6.4% | 1 |
|
|
2018
Q4 | $5.86M | Buy |
129,828
+221
| +0.2% | +$9.98K | 6.24% | 2 |
|
|
2018
Q3 | $6.68M | Buy |
129,607
+2,681
| +2% | +$138K | 5.89% | 2 |
|
|
2018
Q2 | $5.59M | Buy |
126,926
+1,072
| +0.9% | +$47.2K | 5.45% | 3 |
|
|
2018
Q1 | $5.76M | Buy |
125,854
+842
| +0.7% | +$38.5K | 7.52% | 2 |
|
|
2017
Q4 | $5.91M | Buy |
+125,012
| New | +$5.91M | 6.15% | 2 |
|