SWM
Sendero Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,233
+481
| +27% | +$105K | 0.06% | 144 |
|
|
2025
Q1 | $245K | Buy |
1,752
+12
| +0.7% | +$1.68K | 0.03% | 167 |
|
|
2024
Q4 | $290K | Buy |
1,740
+149
| +9% | +$24.8K | 0.04% | 152 |
|
|
2024
Q3 | $271K | Sell |
1,591
-724
| -31% | -$123K | 0.04% | 150 |
|
|
2024
Q2 | $327K | Sell |
2,315
-299
| -11% | -$42.2K | 0.06% | 138 |
|
|
2024
Q1 | $328K | Sell |
2,614
-6,261
| -71% | -$786K | 0.06% | 138 |
|
|
2023
Q4 | $936K | Sell |
8,875
-20,181
| -69% | -$2.13M | 0.18% | 84 |
|
|
2023
Q3 | $3.08M | Sell |
29,056
-5,259
| -15% | -$557K | 0.66% | 32 |
|
|
2023
Q2 | $4.09M | Sell |
34,315
-8,892
| -21% | -$1.06M | 0.89% | 21 |
|
|
2023
Q1 | $4.01M | Buy |
43,207
+12,227
| +39% | +$1.14M | 1.23% | 9 |
|
|
2022
Q4 | $2.53M | Buy |
30,980
+16,408
| +113% | +$1.34M | 0.9% | 18 |
|
|
2022
Q3 | $890K | Buy |
14,572
+8,372
| +135% | +$511K | 0.37% | 46 |
|
|
2022
Q2 | $433K | Buy |
6,200
+1,690
| +37% | +$118K | 0.42% | 59 |
|
|
2022
Q1 | $373K | Hold |
4,510
| – | – | 0.17% | 62 |
|
|
2021
Q4 | $393K | Buy |
+4,510
| New | +$393K | 0.17% | 67 |
|