RWPA
Richard W. Paul & Associates’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17M | Sell |
5,366
-2,405
| -31% | -$526K | 0.42% | 58 |
|
2025
Q1 | $1.09M | Sell |
7,771
-319
| -4% | -$44.6K | 0.43% | 54 |
|
2024
Q4 | $1.35M | Sell |
8,090
-60
| -0.7% | -$10K | 0.49% | 50 |
|
2024
Q3 | $1.39M | Buy |
8,150
+673
| +9% | +$115K | 0.5% | 47 |
|
2024
Q2 | $1.06M | Buy |
7,477
+58
| +0.8% | +$8.19K | 0.41% | 60 |
|
2024
Q1 | $932K | Sell |
7,419
-51
| -0.7% | -$6.41K | 0.37% | 71 |
|
2023
Q4 | $788K | Sell |
7,470
-44
| -0.6% | -$4.64K | 0.33% | 79 |
|
2023
Q3 | $796K | Sell |
7,514
-1,156
| -13% | -$122K | 0.36% | 74 |
|
2023
Q2 | $1.03M | Buy |
8,670
+1,151
| +15% | +$137K | 0.45% | 63 |
|
2023
Q1 | $699K | Buy |
7,519
+2,453
| +48% | +$228K | 0.32% | 89 |
|
2022
Q4 | $414K | Buy |
+5,066
| New | +$414K | 0.21% | 109 |
|