RZH
Relyea Zuckerberg Hanson’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
10,561
+108
| +1% | +$23.6K | 0.27% | 58 |
|
|
2025
Q1 | $1.46M | Buy |
10,453
+89
| +0.9% | +$12.4K | 0.2% | 74 |
|
|
2024
Q4 | $1.73M | Buy |
10,364
+5,076
| +96% | +$846K | 0.23% | 70 |
|
|
2024
Q3 | $901K | Buy |
5,288
+175
| +3% | +$29.8K | 0.14% | 86 |
|
|
2024
Q2 | $722K | Buy |
5,113
+229
| +5% | +$32.3K | 0.12% | 93 |
|
|
2024
Q1 | $613K | Buy |
4,884
+343
| +8% | +$43.1K | 0.11% | 103 |
|
|
2023
Q4 | $479K | Buy |
4,541
+1,046
| +30% | +$110K | 0.09% | 122 |
|
|
2023
Q3 | $370K | Sell |
3,495
-2
| -0.1% | -$212 | 0.08% | 128 |
|
|
2023
Q2 | $416K | Buy |
3,497
+103
| +3% | +$12.3K | 0.09% | 121 |
|
|
2023
Q1 | $315K | Buy |
3,394
+99
| +3% | +$9.2K | 0.08% | 134 |
|
|
2022
Q4 | $269K | Buy |
+3,295
| New | +$269K | 0.08% | 139 |
|
|
2021
Q3 | – | Sell |
-5,627
| Closed | -$438K | – | 147 |
|
|
2021
Q2 | $438K | Sell |
5,627
-324
| -5% | -$25.2K | 0.18% | 80 |
|
|
2021
Q1 | $448K | Buy |
5,951
+192
| +3% | +$14.5K | 0.2% | 71 |
|
|
2020
Q4 | $373K | Sell |
5,759
-353
| -6% | -$22.9K | 0.2% | 80 |
|
|
2020
Q3 | $370K | Buy |
6,112
+275
| +5% | +$16.6K | 0.24% | 77 |
|
|
2020
Q2 | $323K | Buy |
5,837
+2
| +0% | +$111 | 0.26% | 78 |
|
|
2020
Q1 | $282K | Buy |
5,835
+1
| +0% | +$48 | 0.31% | 76 |
|
|
2019
Q4 | $309K | Buy |
+5,834
| New | +$309K | 0.3% | 78 |
|