SW
Simplicity Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
49,358
+23,668
| +92% | +$5.17M | 0.45% | 45 |
|
|
2025
Q1 | $3.59M | Buy |
25,690
+19,090
| +289% | +$2.67M | 0.28% | 85 |
|
|
2024
Q4 | $1.1M | Sell |
6,600
-5,146
| -44% | -$858K | 0.23% | 83 |
|
|
2024
Q3 | $2M | Sell |
11,746
-37,121
| -76% | -$6.33M | 0.19% | 113 |
|
|
2024
Q2 | $6.9M | Buy |
48,867
+1,307
| +3% | +$185K | 0.16% | 136 |
|
|
2024
Q1 | $5.97M | Buy |
+47,560
| New | +$5.97M | 0.14% | 147 |
|