RWM
Ruedi Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-511
| Closed | -$71.4K | – | 244 |
|
|
2025
Q1 | $71.4K | Buy |
511
+1
| +0.2% | +$140 | 0.02% | 77 |
|
|
2024
Q4 | $84.9K | Buy |
510
+1
| +0.2% | +$167 | 0.03% | 72 |
|
|
2024
Q3 | $86.7K | Sell |
509
-698
| -58% | -$119K | 0.03% | 73 |
|
|
2024
Q2 | $170K | Buy |
1,207
+40
| +3% | +$5.65K | 0.07% | 50 |
|
|
2024
Q1 | $147K | Buy |
1,167
+2
| +0.2% | +$251 | 0.06% | 52 |
|
|
2023
Q4 | $123K | Sell |
1,165
-330
| -22% | -$34.8K | 0.06% | 54 |
|
|
2023
Q3 | $158K | Hold |
1,495
| – | – | 0.09% | 46 |
|
|
2023
Q2 | $178K | Hold |
1,495
| – | – | 0.1% | 44 |
|
|
2023
Q1 | $139K | Hold |
1,495
| – | – | 0.09% | 46 |
|
|
2022
Q4 | $122K | Buy |
+1,495
| New | +$122K | 0.09% | 47 |
|