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Revolve Wealth Partners’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
5,701
+22
+0.4% +$4.81K 0.16% 69
2025
Q1
$794K Buy
5,679
+261
+5% +$36.5K 0.11% 91
2024
Q4
$903K Buy
5,418
+404
+8% +$67.3K 0.13% 84
2024
Q3
$854K Sell
5,014
-45
-0.9% -$7.67K 0.13% 80
2024
Q2
$714K Buy
5,059
+44
+0.9% +$6.21K 0.12% 85
2024
Q1
$630K Buy
5,015
+1,563
+45% +$196K 0.11% 88
2023
Q4
$364K Buy
3,452
+106
+3% +$11.2K 0.07% 111
2023
Q3
$354K Buy
3,346
+1,296
+63% +$137K 0.08% 103
2023
Q2
$244K Buy
+2,050
New +$244K 0.06% 123
2023
Q1
Sell
-2,543
Closed -$208K 147
2022
Q4
$208K Buy
+2,543
New +$208K 0.06% 135