SWM
Sculati Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
25,699
-1,028
| -4% | -$225K | 2.11% | 10 |
|
|
2025
Q1 | $3.74M | Sell |
26,727
-1,336
| -5% | -$187K | 1.51% | 14 |
|
|
2024
Q4 | $4.68M | Sell |
28,063
-570
| -2% | -$95K | 1.85% | 12 |
|
|
2024
Q3 | $4.88M | Sell |
28,633
-548
| -2% | -$93.4K | 1.95% | 11 |
|
|
2024
Q2 | $4.12M | Sell |
29,181
-171
| -0.6% | -$24.1K | 1.76% | 13 |
|
|
2024
Q1 | $3.69M | Buy |
29,352
+1,088
| +4% | +$137K | 1.59% | 16 |
|
|
2023
Q4 | $2.98M | Hold |
28,264
| – | – | 1.39% | 20 |
|
|
2023
Q3 | $2.99M | Sell |
28,264
-1,116
| -4% | -$118K | 1.53% | 16 |
|
|
2023
Q2 | $3.5M | Sell |
29,380
-203
| -0.7% | -$24.2K | 1.76% | 12 |
|
|
2023
Q1 | $2.75M | Buy |
29,583
+239
| +0.8% | +$22.2K | 1.46% | 16 |
|
|
2022
Q4 | $2.4M | Sell |
29,344
-2,367
| -7% | -$194K | 1.35% | 24 |
|
|
2022
Q3 | $1.94M | Buy |
31,711
+1,375
| +5% | +$84K | 1.14% | 26 |
|
|
2022
Q2 | $2.12M | Sell |
30,336
-438
| -1% | -$30.6K | 1.21% | 22 |
|
|
2022
Q1 | $2.55M | Sell |
30,774
-2,207
| -7% | -$183K | 1.24% | 21 |
|
|
2021
Q4 | $2.88M | Buy |
32,981
+522
| +2% | +$45.5K | 1.39% | 21 |
|
|
2021
Q3 | $2.83M | Buy |
32,459
+125
| +0.4% | +$10.9K | 1.5% | 18 |
|
|
2021
Q2 | $2.52M | Buy |
32,334
+185
| +0.6% | +$14.4K | 1.33% | 22 |
|
|
2021
Q1 | $2.26M | Buy |
32,149
+607
| +2% | +$42.6K | 1.3% | 23 |
|
|
2020
Q4 | $2.04M | Buy |
31,542
+688
| +2% | +$44.5K | 1.34% | 23 |
|
|
2020
Q3 | $1.84M | Buy |
30,854
+107
| +0.3% | +$6.39K | 1.38% | 24 |
|
|
2020
Q2 | $1.7M | Buy |
30,747
+1,364
| +5% | +$75.4K | 1.43% | 25 |
|
|
2020
Q1 | $1.42M | Buy |
29,383
+3,416
| +13% | +$165K | 1.56% | 19 |
|
|
2019
Q4 | $1.38M | Buy |
+25,967
| New | +$1.38M | 1.23% | 30 |
|