RPWA
Regent Peak Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Sell |
8,617
-817
| -9% | -$114K | 0.28% | 43 |
|
|
2024
Q4 | $1.57M | Sell |
9,434
-12,202
| -56% | -$2.03M | 0.35% | 35 |
|
|
2024
Q3 | $3.69M | Sell |
21,636
-1,743
| -7% | -$297K | 0.85% | 24 |
|
|
2024
Q2 | $3.3M | Sell |
23,379
-2,055
| -8% | -$290K | 0.76% | 27 |
|
|
2024
Q1 | $3.19M | Buy |
25,434
+33
| +0.1% | +$4.15K | 0.81% | 27 |
|
|
2023
Q4 | $2.68M | Buy |
25,401
+17,735
| +231% | +$1.87M | 0.73% | 35 |
|
|
2023
Q3 | $812K | Sell |
7,666
-19,600
| -72% | -$2.08M | 0.25% | 64 |
|
|
2023
Q2 | $3.25M | Sell |
27,266
-3,621
| -12% | -$431K | 0.95% | 21 |
|
|
2023
Q1 | $2.87M | Sell |
30,887
-251
| -0.8% | -$23.3K | 0.89% | 25 |
|
|
2022
Q4 | $2.54M | Buy |
31,138
+3,264
| +12% | +$267K | 0.83% | 27 |
|
|
2022
Q3 | $1.7M | Buy |
27,874
+315
| +1% | +$19.2K | 0.6% | 41 |
|
|
2022
Q2 | $1.93M | Sell |
27,559
-117
| -0.4% | -$8.17K | 0.63% | 40 |
|
|
2022
Q1 | $2.29M | Buy |
27,676
+1,203
| +5% | +$99.5K | 0.66% | 33 |
|
|
2021
Q4 | $2.31M | Sell |
26,473
-94
| -0.4% | -$8.2K | 0.63% | 32 |
|
|
2021
Q3 | $2.32M | Buy |
26,567
+420
| +2% | +$36.6K | 0.66% | 31 |
|
|
2021
Q2 | $2.28M | Buy |
26,147
+19,965
| +323% | +$1.74M | 0.64% | 32 |
|
|
2021
Q1 | $433K | Sell |
6,182
-18,745
| -75% | -$1.31M | 0.14% | 92 |
|
|
2020
Q4 | $1.61M | Buy |
24,927
+453
| +2% | +$29.3K | 0.54% | 38 |
|
|
2020
Q3 | $1.46M | Buy |
24,474
+20,044
| +452% | +$1.2M | 0.62% | 37 |
|
|
2020
Q2 | $245K | Buy |
+4,430
| New | +$245K | 0.11% | 103 |
|
|
2020
Q1 | – | Sell |
-4,125
| Closed | -$218K | – | 123 |
|
|
2019
Q4 | $218K | Buy |
+4,125
| New | +$218K | 0.1% | 123 |
|