RWA Wealth Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.3M Sell
69,914
-501
-0.7% -$110K 0.19% 80
2025
Q1
$9.84M Sell
70,415
-5,824
-8% -$814K 0.12% 104
2024
Q4
$12.7M Sell
76,239
-88,040
-54% -$14.7M 0.16% 86
2024
Q3
$28M Buy
164,279
+34,743
+27% +$5.92M 0.35% 48
2024
Q2
$18.3M Sell
129,536
-56,744
-30% -$8.01M 0.24% 67
2024
Q1
$23.4M Sell
186,280
-6,520
-3% -$819K 0.31% 53
2023
Q4
$20.3M Buy
192,800
+155,431
+416% +$16.4M 0.29% 56
2023
Q3
$3.96M Buy
37,369
+1,169
+3% +$124K 0.09% 92
2023
Q2
$4.31M Buy
36,200
+30,532
+539% +$3.64M 0.09% 83
2023
Q1
$527K Hold
5,668
0.01% 165
2022
Q4
$502K Buy
5,668
+139
+3% +$12.3K 0.01% 172
2022
Q3
$338K Hold
5,529
0.02% 189
2022
Q2
$386K Buy
5,529
+150
+3% +$10.5K 0.03% 175
2022
Q1
$445K Buy
5,379
+118
+2% +$9.76K 0.03% 170
2021
Q4
$459K Buy
5,261
+5
+0.1% +$436 0.03% 176
2021
Q3
$458K Sell
5,256
-100
-2% -$8.71K 0.03% 170
2021
Q2
$417K Buy
5,356
+214
+4% +$16.7K 0.03% 178
2021
Q1
$361K Sell
5,142
-822
-14% -$57.7K 0.03% 185
2020
Q4
$386K Sell
5,964
-382
-6% -$24.7K 0.03% 172
2020
Q3
$379K Buy
6,346
+6
+0.1% +$358 0.04% 163
2020
Q2
$350K Sell
6,340
-189
-3% -$10.4K 0.04% 164
2020
Q1
$316K Sell
6,529
-11,362
-64% -$550K 0.04% 159
2019
Q4
$948K Hold
17,891
0.09% 125
2019
Q3
$985K Buy
17,891
+100
+0.6% +$5.51K 0.1% 124
2019
Q2
$1.01M Sell
17,791
-306
-2% -$17.4K 0.11% 121
2019
Q1
$972K Hold
18,097
0.11% 118
2018
Q4
$817K Sell
18,097
-436
-2% -$19.7K 0.11% 122
2018
Q3
$956K Sell
18,533
-861
-4% -$44.4K 0.11% 116
2018
Q2
$855K Buy
19,394
+4,019
+26% +$177K 0.1% 128
2018
Q1
$703K Sell
15,375
-1,621
-10% -$74.1K 0.09% 123
2017
Q4
$804K Buy
16,996
+297
+2% +$14.1K 0.09% 128
2017
Q3
$807K Buy
16,699
+9,137
+121% +$442K 0.09% 126
2017
Q2
$379K Buy
+7,562
New +$379K 0.05% 146