QWP
Quotient Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
10,112
-173
| -2% | -$37.8K | 0.07% | 71 |
|
|
2025
Q1 | $1.44M | Sell |
10,285
-545
| -5% | -$76.2K | 0.05% | 91 |
|
|
2024
Q4 | $1.8M | Sell |
10,830
-1,669
| -13% | -$278K | 0.06% | 67 |
|
|
2024
Q3 | $2.13M | Sell |
12,499
-1,927
| -13% | -$328K | 0.07% | 65 |
|
|
2024
Q2 | $2.04M | Sell |
14,426
-10,564
| -42% | -$1.49M | 0.07% | 60 |
|
|
2024
Q1 | $3.14M | Sell |
24,990
-13,179
| -35% | -$1.66M | 0.11% | 57 |
|
|
2023
Q4 | $4.02M | Buy |
+38,169
| New | +$4.02M | 0.16% | 65 |
|