SSW
Smith Shellnut Wilson’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Hold |
65,325
| – | – | 6.19% | 3 |
|
|
2025
Q1 | $9.13M | Hold |
65,325
| – | – | 4.19% | 7 |
|
|
2024
Q4 | $10.9M | Hold |
65,325
| – | – | 4.82% | 5 |
|
|
2024
Q3 | $11.1M | Hold |
65,325
| – | – | 5.03% | 5 |
|
|
2024
Q2 | $9.22M | Sell |
65,325
-500
| -0.8% | -$70.6K | 4.48% | 6 |
|
|
2024
Q1 | $8.27M | Hold |
65,825
| – | – | 4.38% | 6 |
|
|
2023
Q4 | $6.94M | Hold |
65,825
| – | – | 3.98% | 6 |
|
|
2023
Q3 | $6.97M | Hold |
65,825
| – | – | 4.27% | 6 |
|
|
2023
Q2 | $7.84M | Hold |
65,825
| – | – | 4.42% | 5 |
|
|
2023
Q1 | $6.12M | Hold |
65,825
| – | – | 3.72% | 5 |
|
|
2022
Q4 | $5.38M | Sell |
65,825
-1,049
| -2% | -$85.7K | 3.32% | 7 |
|
|
2022
Q3 | $4.08M | Buy |
66,874
+5
| +0% | +$305 | 2.72% | 11 |
|
|
2022
Q2 | $4.67M | Buy |
66,869
+4
| +0% | +$279 | 2.89% | 9 |
|
|
2022
Q1 | $5.53M | Sell |
66,865
-121
| -0.2% | -$10K | 2.9% | 9 |
|
|
2021
Q4 | $5.84M | Sell |
66,986
-281
| -0.4% | -$24.5K | 2.89% | 7 |
|
|
2021
Q3 | $5.86M | Buy |
67,267
+5
| +0% | +$436 | 3.39% | 6 |
|
|
2021
Q2 | $5.24M | Buy |
67,262
+5
| +0% | +$389 | 3.05% | 6 |
|
|
2021
Q1 | $4.72M | Sell |
67,257
-10,471
| -13% | -$735K | 2.88% | 8 |
|
|
2020
Q4 | $5.03M | Buy |
77,728
+5
| +0% | +$323 | 3% | 9 |
|
|
2020
Q3 | $4.64K | Buy |
77,723
+6
| +0% | – | 1.73% | 14 |
|
|
2020
Q2 | $4.3M | Buy |
77,717
+6
| +0% | +$332 | 3.08% | 10 |
|
|
2020
Q1 | $3.76M | Sell |
77,711
-957
| -1% | -$46.3K | 3.15% | 10 |
|
|
2019
Q4 | $4.17M | Sell |
78,668
-60
| -0.1% | -$3.18K | 2.78% | 8 |
|
|
2019
Q3 | $4.33M | Buy |
78,728
+5
| +0% | +$275 | 3.21% | 8 |
|
|
2019
Q2 | $4.49M | Buy |
78,723
+6
| +0% | +$342 | 3.37% | 7 |
|
|
2019
Q1 | $4.23M | Buy |
78,717
+968
| +1% | +$52K | 3.35% | 6 |
|
|
2018
Q4 | $3.51M | Sell |
77,749
-151
| -0.2% | -$6.82K | 3.76% | 6 |
|
|
2018
Q3 | $4.02M | Buy |
+77,900
| New | +$4.02M | 3.6% | 6 |
|
|
2018
Q1 | $3.56M | Buy |
77,888
+5
| +0% | +$229 | 3.06% | 9 |
|
|
2017
Q4 | $3.68M | Buy |
77,883
+6
| +0% | +$284 | 3.12% | 7 |
|
|
2017
Q3 | $3.77M | Buy |
77,877
+28
| +0% | +$1.35K | 3.32% | 7 |
|
|
2017
Q2 | $3.19M | Sell |
77,849
-17
| -0% | -$696 | 3.31% | 8 |
|
|
2017
Q1 | $3.47M | Buy |
77,866
+6
| +0% | +$268 | 3.2% | 6 |
|
|
2016
Q4 | $2.99M | Buy |
+77,860
| New | +$2.99M | 2.88% | 6 |
|