SWM
Stockman Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
5,599
| – | – | 0.17% | 67 |
|
|
2025
Q1 | $783K | Sell |
5,599
-241
| -4% | -$33.7K | 0.12% | 80 |
|
|
2024
Q4 | $973K | Sell |
5,840
-269
| -4% | -$44.8K | 0.15% | 70 |
|
|
2024
Q3 | $1.04M | Sell |
6,109
-21
| -0.3% | -$3.58K | 0.16% | 68 |
|
|
2024
Q2 | $866K | Buy |
6,130
+30
| +0.5% | +$4.24K | 0.15% | 72 |
|
|
2024
Q1 | $766K | Sell |
6,100
-29
| -0.5% | -$3.64K | 0.14% | 79 |
|
|
2023
Q4 | $646K | Sell |
6,129
-345
| -5% | -$36.4K | 0.13% | 80 |
|
|
2023
Q3 | $686K | Sell |
6,474
-2,056
| -24% | -$218K | 0.15% | 82 |
|
|
2023
Q2 | $1.02M | Sell |
8,530
-45,296
| -84% | -$5.39M | 0.22% | 64 |
|
|
2023
Q1 | $5M | Sell |
53,826
-153
| -0.3% | -$14.2K | 1.12% | 35 |
|
|
2022
Q4 | $4.41M | Sell |
53,979
-575
| -1% | -$47K | 1.01% | 38 |
|
|
2022
Q3 | $3.33M | Buy |
54,554
+2,851
| +6% | +$174K | 0.9% | 39 |
|
|
2022
Q2 | $3.61M | Buy |
51,703
+1,368
| +3% | +$95.6K | 0.92% | 41 |
|
|
2022
Q1 | $4.17M | Buy |
50,335
+4,141
| +9% | +$343K | 0.86% | 40 |
|
|
2021
Q4 | $4.03M | Sell |
46,194
-1,547
| -3% | -$135K | 0.82% | 41 |
|
|
2021
Q3 | $4.16M | Sell |
47,741
-1,035
| -2% | -$90.2K | 0.93% | 39 |
|
|
2021
Q2 | $3.8M | Buy |
48,776
+1,164
| +2% | +$90.6K | 0.91% | 38 |
|
|
2021
Q1 | $3.34M | Buy |
47,612
+1,773
| +4% | +$124K | 0.93% | 38 |
|
|
2020
Q4 | $2.97M | Sell |
45,839
-126
| -0.3% | -$8.15K | 0.91% | 40 |
|
|
2020
Q3 | $2.74M | Sell |
45,965
-2,878
| -6% | -$172K | 1% | 37 |
|
|
2020
Q2 | $2.7M | Buy |
48,843
+380
| +0.8% | +$21K | 1.01% | 37 |
|
|
2020
Q1 | $2.34M | Sell |
48,463
-252
| -0.5% | -$12.2K | 1.04% | 36 |
|
|
2019
Q4 | $2.58M | Sell |
48,715
-1,567
| -3% | -$83K | 0.92% | 38 |
|
|
2019
Q3 | $2.77M | Buy |
50,282
+1,068
| +2% | +$58.8K | 1.06% | 36 |
|
|
2019
Q2 | $2.8M | Sell |
49,214
-4,328
| -8% | -$247K | 1.14% | 31 |
|
|
2019
Q1 | $2.88M | Sell |
53,542
-30,180
| -36% | -$1.62M | 1.26% | 31 |
|
|
2018
Q4 | $3.78M | Sell |
83,722
-10,289
| -11% | -$465K | 1.81% | 20 |
|
|
2018
Q3 | $4.85M | Sell |
94,011
-1,301
| -1% | -$67.1K | 2.09% | 13 |
|
|
2018
Q2 | $4.2M | Buy |
95,312
+8,685
| +10% | +$383K | 1.92% | 17 |
|
|
2018
Q1 | $3.96M | Buy |
86,627
+2,607
| +3% | +$119K | 1.81% | 18 |
|
|
2017
Q4 | $3.97M | Buy |
84,020
+1,414
| +2% | +$66.8K | 1.78% | 18 |
|
|
2017
Q3 | $3.99M | Buy |
82,606
+60,966
| +282% | +$2.95M | 1.91% | 18 |
|
|
2017
Q2 | $1.09M | Sell |
21,640
-55,568
| -72% | -$2.79M | 1.08% | 37 |
|
|
2017
Q1 | $3.44M | Buy |
77,208
+8,609
| +13% | +$384K | 1.96% | 15 |
|
|
2016
Q4 | $2.64M | Buy |
+68,599
| New | +$2.64M | 1.6% | 21 |
|