RWP
Ridgecrest Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
6,614
-199
| -3% | -$43.5K | 0.76% | 30 |
|
|
2025
Q1 | $953K | Buy |
6,813
+1,000
| +17% | +$140K | 0.5% | 42 |
|
|
2024
Q4 | $969K | Sell |
5,813
-2,000
| -26% | -$333K | 0.53% | 36 |
|
|
2024
Q3 | $1.33M | Buy |
7,813
+100
| +1% | +$17K | 0.69% | 31 |
|
|
2024
Q2 | $1.09M | Buy |
7,713
+49
| +0.6% | +$6.92K | 0.66% | 33 |
|
|
2024
Q1 | $963K | Hold |
7,664
| – | – | 0.57% | 38 |
|
|
2023
Q4 | $808K | Hold |
7,664
| – | – | 0.53% | 41 |
|
|
2023
Q3 | $812K | Hold |
7,664
| – | – | 0.57% | 34 |
|
|
2023
Q2 | $913K | Buy |
7,664
+264
| +4% | +$31.4K | 0.6% | 34 |
|
|
2023
Q1 | $688K | Hold |
7,400
| – | – | 0.49% | 39 |
|
|
2022
Q4 | $605K | Hold |
7,400
| – | – | 0.46% | 42 |
|
|
2022
Q3 | $452K | Buy |
7,400
+162
| +2% | +$9.9K | 0.37% | 48 |
|
|
2022
Q2 | $506K | Hold |
7,238
| – | – | 0.37% | 51 |
|
|
2022
Q1 | $599K | Hold |
7,238
| – | – | 0.38% | 53 |
|
|
2021
Q4 | $631K | Buy |
7,238
+100
| +1% | +$8.72K | 0.31% | 61 |
|
|
2021
Q3 | $622K | Buy |
7,138
+800
| +13% | +$69.7K | 0.34% | 59 |
|
|
2021
Q2 | $493K | Buy |
6,338
+200
| +3% | +$15.6K | 0.31% | 65 |
|
|
2021
Q1 | $431K | Buy |
+6,138
| New | +$431K | 0.41% | 52 |
|