TWP
Tempus Wealth Planning’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
15,467
+1,958
| +14% | +$428K | 0.84% | 27 |
|
|
2025
Q1 | $1.89M | Buy |
13,509
+344
| +3% | +$48.1K | 0.56% | 43 |
|
|
2024
Q4 | $2.19M | Buy |
13,165
+234
| +2% | +$39K | 0.67% | 41 |
|
|
2024
Q3 | $2.2M | Buy |
12,931
+391
| +3% | +$66.6K | 0.81% | 30 |
|
|
2024
Q2 | $1.77M | Buy |
12,540
+486
| +4% | +$68.6K | 0.74% | 32 |
|
|
2024
Q1 | $1.51M | Buy |
12,054
+96
| +0.8% | +$12.1K | 0.67% | 33 |
|
|
2023
Q4 | $1.26M | Sell |
11,958
-262
| -2% | -$27.6K | 0.55% | 54 |
|
|
2023
Q3 | $1.29M | Sell |
12,220
-2,157
| -15% | -$228K | 0.65% | 34 |
|
|
2023
Q2 | $1.71M | Buy |
14,377
+390
| +3% | +$46.4K | 0.77% | 36 |
|
|
2023
Q1 | $1.3M | Buy |
13,987
+1,464
| +12% | +$136K | 0.64% | 37 |
|
|
2022
Q4 | $1.02M | Hold |
12,523
| – | – | 0.62% | 47 |
|
|
2022
Q3 | $765K | Buy |
12,523
+159
| +1% | +$9.71K | 0.51% | 57 |
|
|
2022
Q2 | $864K | Buy |
12,364
+50
| +0.4% | +$3.49K | 0.71% | 41 |
|
|
2022
Q1 | $1.02M | Sell |
12,314
-609
| -5% | -$50.4K | 0.72% | 40 |
|
|
2021
Q4 | $1.13M | Buy |
12,923
+76
| +0.6% | +$6.63K | 0.61% | 46 |
|
|
2021
Q3 | $1.12M | Buy |
12,847
+799
| +7% | +$69.6K | 0.63% | 45 |
|
|
2021
Q2 | $938K | Buy |
+12,048
| New | +$938K | 0.62% | 46 |
|