RWM
RKL Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
2,492
-81
| -3% | -$17.7K | 0.05% | 123 |
|
|
2025
Q1 | $360K | Hold |
2,573
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $429K | Sell |
2,573
-46
| -2% | -$7.67K | 0.04% | 131 |
|
|
2024
Q3 | $446K | Buy |
2,619
+596
| +29% | +$102K | 0.04% | 108 |
|
|
2024
Q2 | $286K | Buy |
2,023
+1
| +0% | +$141 | 0.03% | 120 |
|
|
2024
Q1 | $254K | Buy |
2,022
+1
| +0% | +$126 | 0.03% | 132 |
|
|
2023
Q4 | $213K | Hold |
2,021
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $214K | Sell |
2,021
-908
| -31% | -$96.2K | 0.03% | 121 |
|
|
2023
Q2 | $349K | Sell |
2,929
-153
| -5% | -$18.2K | 0.04% | 110 |
|
|
2023
Q1 | $286K | Sell |
3,082
-182
| -6% | -$16.9K | 0.04% | 114 |
|
|
2022
Q4 | $267K | Buy |
+3,264
| New | +$267K | 0.04% | 117 |
|
|
2022
Q3 | – | Sell |
-3,153
| Closed | -$220K | – | 133 |
|
|
2022
Q2 | $220K | Sell |
3,153
-72
| -2% | -$5.02K | 0.03% | 130 |
|
|
2022
Q1 | $267K | Sell |
3,225
-102
| -3% | -$8.45K | 0.03% | 124 |
|
|
2021
Q4 | $290K | Sell |
3,327
-35
| -1% | -$3.05K | 0.03% | 106 |
|
|
2021
Q3 | $293K | Sell |
3,362
-34
| -1% | -$2.96K | 0.04% | 106 |
|
|
2021
Q2 | $264K | Buy |
3,396
+99
| +3% | +$7.7K | 0.03% | 115 |
|
|
2021
Q1 | $231K | Sell |
3,297
-676
| -17% | -$47.4K | 0.03% | 121 |
|
|
2020
Q4 | $257K | Sell |
3,973
-382
| -9% | -$24.7K | 0.04% | 113 |
|
|
2020
Q3 | $260K | Buy |
4,355
+1
| +0% | +$60 | 0.04% | 110 |
|
|
2020
Q2 | $241K | Sell |
4,354
-2,195
| -34% | -$121K | 0.04% | 106 |
|
|
2020
Q1 | $317K | Sell |
6,549
-210
| -3% | -$10.2K | 0.07% | 96 |
|
|
2019
Q4 | $358K | Sell |
6,759
-27
| -0.4% | -$1.43K | 0.06% | 101 |
|
|
2019
Q3 | $373K | Sell |
6,786
-275
| -4% | -$15.1K | 0.07% | 104 |
|
|
2019
Q2 | $405K | Sell |
7,061
-273
| -4% | -$15.7K | 0.07% | 102 |
|
|
2019
Q1 | $394K | Sell |
7,334
-468
| -6% | -$25.1K | 0.08% | 106 |
|
|
2018
Q4 | $355K | Sell |
7,802
-1,568
| -17% | -$71.3K | 0.08% | 103 |
|
|
2018
Q3 | $483K | Sell |
9,370
-1,570
| -14% | -$80.9K | 0.1% | 101 |
|
|
2018
Q2 | $486K | Sell |
10,940
-1,237
| -10% | -$55K | 0.11% | 103 |
|
|
2018
Q1 | $562K | Sell |
12,177
-4,325
| -26% | -$200K | 0.13% | 98 |
|
|
2017
Q4 | $779K | Sell |
16,502
-3,437
| -17% | -$162K | 0.19% | 92 |
|
|
2017
Q3 | $959K | Sell |
19,939
-2,263
| -10% | -$109K | 0.27% | 79 |
|
|
2017
Q2 | $1.12M | Sell |
22,202
-1,943
| -8% | -$97.8K | 0.35% | 62 |
|
|
2017
Q1 | $1.08M | Sell |
24,145
-5,425
| -18% | -$242K | 0.43% | 50 |
|
|
2016
Q4 | $1.14M | Sell |
29,570
-890
| -3% | -$34.2K | 0.55% | 47 |
|
|
2016
Q3 | $1.2M | Buy |
30,460
+5,585
| +22% | +$219K | 0.6% | 41 |
|
|
2016
Q2 | $1.02M | Buy |
24,875
+7,800
| +46% | +$319K | 0.53% | 42 |
|
|
2016
Q1 | $699K | Buy |
+17,075
| New | +$699K | 0.4% | 40 |
|