SWM
Segment Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
2,905
+130
| +5% | +$28.4K | 0.04% | 186 |
|
|
2025
Q1 | $388K | Buy |
2,775
+360
| +15% | +$50.3K | 0.03% | 217 |
|
|
2024
Q4 | $402K | Hold |
2,415
| – | – | 0.03% | 204 |
|
|
2024
Q3 | $412K | Hold |
2,415
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $341K | Hold |
2,415
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $303K | Buy |
2,415
+164
| +7% | +$20.6K | 0.02% | 213 |
|
|
2023
Q4 | $237K | Sell |
2,251
-280
| -11% | -$29.5K | 0.02% | 227 |
|
|
2023
Q3 | $268K | Buy |
2,531
+773
| +44% | +$81.9K | 0.03% | 191 |
|
|
2023
Q2 | $209K | Buy |
+1,758
| New | +$209K | 0.02% | 204 |
|
|
2022
Q2 | – | Sell |
-3,095
| Closed | -$256K | – | 245 |
|
|
2022
Q1 | $256K | Buy |
3,095
+46
| +2% | +$3.81K | 0.03% | 224 |
|
|
2021
Q4 | $266K | Buy |
+3,049
| New | +$266K | 0.03% | 220 |
|
|
2018
Q2 | – | Sell |
-73,903
| Closed | -$3.38M | – | 217 |
|
|
2018
Q1 | $3.38M | Buy |
73,903
+272
| +0.4% | +$12.4K | 0.84% | 49 |
|
|
2017
Q4 | $3.48M | Buy |
73,631
+5,952
| +9% | +$281K | 0.84% | 46 |
|
|
2017
Q3 | $3.27M | Buy |
67,679
+1,191
| +2% | +$57.6K | 0.87% | 42 |
|
|
2017
Q2 | $3.33M | Buy |
66,488
+3,480
| +6% | +$175K | 0.92% | 31 |
|
|
2017
Q1 | $2.81M | Buy |
63,008
+2,162
| +4% | +$96.5K | 0.92% | 38 |
|
|
2016
Q4 | $2.34M | Buy |
60,846
+1,067
| +2% | +$41K | 0.86% | 42 |
|
|
2016
Q3 | $2.35M | Buy |
+59,779
| New | +$2.35M | 0.92% | 40 |
|