RDWM
Red Door Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
8,458
+2,754
| +48% | +$602K | 0.22% | 75 |
|
|
2025
Q1 | $797K | Buy |
5,704
+363
| +7% | +$50.8K | 0.12% | 103 |
|
|
2024
Q4 | $890K | Buy |
5,341
+139
| +3% | +$23.2K | 0.14% | 99 |
|
|
2024
Q3 | $886K | Hold |
5,202
| – | – | 0.15% | 90 |
|
|
2024
Q2 | $735K | Buy |
5,202
+115
| +2% | +$16.2K | 0.13% | 99 |
|
|
2024
Q1 | $639K | Sell |
5,087
-1,359
| -21% | -$171K | 0.12% | 101 |
|
|
2023
Q4 | $680K | Buy |
6,446
+1,104
| +21% | +$116K | 0.15% | 96 |
|
|
2023
Q3 | $566K | Sell |
5,342
-907
| -15% | -$96.1K | 0.14% | 96 |
|
|
2023
Q2 | $744K | Buy |
6,249
+1,353
| +28% | +$161K | 0.17% | 96 |
|
|
2023
Q1 | $455K | Buy |
+4,896
| New | +$455K | 0.14% | 94 |
|
|
2021
Q3 | – | Sell |
-1,555
| Closed | -$121K | – | 465 |
|
|
2021
Q2 | $121K | Buy |
+1,555
| New | +$121K | 0.05% | 189 |
|
|
2020
Q3 | – | Sell |
-1,485
| Closed | -$82K | – | 311 |
|
|
2020
Q2 | $82K | Hold |
1,485
| – | – | 0.06% | 153 |
|
|
2020
Q1 | $71K | Buy |
+1,485
| New | +$71K | 0.07% | 147 |
|