RWB
RMR Wealth Builders’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
10,307
+1,030
| +11% | +$225K | 0.2% | 64 |
|
|
2025
Q1 | $1.3M | Buy |
9,277
+2,122
| +30% | +$297K | 0.14% | 94 |
|
|
2024
Q4 | $1.19M | Buy |
7,155
+5,675
| +383% | +$946K | 0.12% | 95 |
|
|
2024
Q3 | $252K | Sell |
1,480
-69
| -4% | -$11.8K | 0.03% | 225 |
|
|
2024
Q2 | $219K | Sell |
1,549
-1,233
| -44% | -$174K | 0.03% | 235 |
|
|
2024
Q1 | $349K | Buy |
+2,782
| New | +$349K | 0.04% | 192 |
|
|
2021
Q4 | – | Sell |
-3,051
| Closed | -$266K | – | 184 |
|
|
2021
Q3 | $266K | Buy |
+3,051
| New | +$266K | 0.08% | 149 |
|
|
2021
Q2 | – | Sell |
-2,246
| Closed | -$158K | – | 522 |
|
|
2021
Q1 | $158K | Buy |
2,246
+2,152
| +2,289% | +$151K | 0.04% | 221 |
|
|
2020
Q4 | $6K | Sell |
94
-4,581
| -98% | -$292K | ﹤0.01% | 450 |
|
|
2020
Q3 | $279K | Buy |
4,675
+4,581
| +4,873% | +$273K | 0.07% | 161 |
|
|
2020
Q2 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 384 |
|
|
2019
Q4 | $46K | Buy |
+867
| New | +$46K | 0.04% | 237 |
|