RSWM
Robertson Stephens Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,929
+94
| +2% | +$20.6K | 0.03% | 260 |
|
|
2025
Q1 | $676K | Sell |
4,835
-2,613
| -35% | -$365K | 0.02% | 314 |
|
|
2024
Q4 | $1.24M | Buy |
7,448
+399
| +6% | +$66.5K | 0.04% | 234 |
|
|
2024
Q3 | $1.2M | Sell |
7,049
-116
| -2% | -$19.8K | 0.04% | 256 |
|
|
2024
Q2 | $1.01M | Sell |
7,165
-375
| -5% | -$53K | 0.05% | 225 |
|
|
2024
Q1 | $947K | Buy |
7,540
+2,283
| +43% | +$287K | 0.05% | 239 |
|
|
2023
Q4 | $554K | Sell |
5,257
-296
| -5% | -$31.2K | 0.03% | 294 |
|
|
2023
Q3 | $588K | Buy |
5,553
+1,165
| +27% | +$123K | 0.04% | 279 |
|
|
2023
Q2 | $523K | Sell |
4,388
-733
| -14% | -$87.3K | 0.04% | 267 |
|
|
2023
Q1 | $476K | Sell |
5,121
-2,623
| -34% | -$244K | 0.04% | 296 |
|
|
2022
Q4 | $633K | Buy |
7,744
+352
| +5% | +$28.8K | 0.06% | 230 |
|
|
2022
Q3 | $451K | Sell |
7,392
-42
| -0.6% | -$2.56K | 0.05% | 228 |
|
|
2022
Q2 | $519K | Buy |
7,434
+42
| +0.6% | +$2.93K | 0.05% | 230 |
|
|
2022
Q1 | $611K | Buy |
7,392
+309
| +4% | +$25.5K | 0.05% | 231 |
|
|
2021
Q4 | $617K | Buy |
7,083
+24
| +0.3% | +$2.09K | 0.05% | 238 |
|
|
2021
Q3 | $615K | Buy |
7,059
+10
| +0.1% | +$871 | 0.07% | 181 |
|
|
2021
Q2 | $548K | Sell |
7,049
-409
| -5% | -$31.8K | 0.07% | 202 |
|
|
2021
Q1 | $523K | Buy |
7,458
+420
| +6% | +$29.5K | 0.08% | 174 |
|
|
2020
Q4 | $455K | Sell |
7,038
-6,526
| -48% | -$422K | 0.1% | 148 |
|
|
2020
Q3 | $809K | Sell |
13,564
-1,481
| -10% | -$88.3K | 0.2% | 94 |
|
|
2020
Q2 | $831K | Sell |
15,045
-422
| -3% | -$23.3K | 0.24% | 76 |
|
|
2020
Q1 | $748K | Buy |
+15,467
| New | +$748K | 0.26% | 82 |
|