SSWM
Strait & Sound Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
11,011
+905
| +9% | +$198K | 1.02% | 22 |
|
|
2025
Q1 | $1.41M | Buy |
10,106
+5,447
| +117% | +$762K | 0.66% | 31 |
|
|
2024
Q4 | $776K | Sell |
4,659
-100
| -2% | -$16.7K | 0.36% | 53 |
|
|
2024
Q3 | $811K | Sell |
4,759
-317
| -6% | -$54K | 0.39% | 44 |
|
|
2024
Q2 | $717K | Sell |
5,076
-109
| -2% | -$15.4K | 0.37% | 50 |
|
|
2024
Q1 | $639K | Sell |
5,185
-366
| -7% | -$45.1K | 0.36% | 46 |
|
|
2023
Q4 | $591K | Buy |
5,551
+900
| +19% | +$95.8K | 0.37% | 46 |
|
|
2023
Q3 | $493K | Buy |
4,651
+1
| +0% | +$106 | 0.42% | 53 |
|
|
2023
Q2 | $554K | Sell |
4,650
-2,574
| -36% | -$307K | 0.55% | 41 |
|
|
2023
Q1 | $671K | Sell |
7,224
-12
| -0.2% | -$1.12K | 0.67% | 37 |
|
|
2022
Q4 | $641K | Buy |
+7,236
| New | +$641K | 0.7% | 35 |
|