TWM
Torch Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.24M | Sell |
61,083
-360
| -0.6% | -$19.1K | 1.79% | 12 |
|
|
2019
Q3 | $3.38M | Sell |
61,443
-3,567
| -5% | -$196K | 2% | 8 |
|
|
2019
Q2 | $3.7M | Sell |
65,010
-142
| -0.2% | -$8.09K | 2.22% | 8 |
|
|
2019
Q1 | $3.5M | Buy |
65,152
+220
| +0.3% | +$11.8K | 2.16% | 7 |
|
|
2018
Q4 | $2.93M | Buy |
64,932
+54
| +0.1% | +$2.44K | 2.1% | 8 |
|
|
2018
Q3 | $3.35M | Buy |
64,878
+4
| +0% | +$206 | 2% | 8 |
|
|
2018
Q2 | $2.86M | Buy |
64,874
+130
| +0.2% | +$5.73K | 1.8% | 11 |
|
|
2018
Q1 | $2.96M | Buy |
64,744
+236
| +0.4% | +$10.8K | 1.92% | 9 |
|
|
2017
Q4 | $3.05M | Sell |
64,508
-46
| -0.1% | -$2.18K | 1.86% | 10 |
|
|
2017
Q3 | $3.12M | Sell |
64,554
-96
| -0.1% | -$4.64K | 2.05% | 7 |
|
|
2017
Q2 | $3.24M | Sell |
64,650
-195
| -0.3% | -$9.78K | 2.24% | 6 |
|
|
2017
Q1 | $2.89M | Sell |
64,845
-46
| -0.1% | -$2.05K | 1.93% | 11 |
|
|
2016
Q4 | $2.5M | Buy |
64,891
+4
| +0% | +$154 | 1.76% | 15 |
|
|
2016
Q3 | $2.55M | Buy |
64,887
+454
| +0.7% | +$17.8K | 1.86% | 14 |
|
|
2016
Q2 | $2.64M | Sell |
64,433
-246
| -0.4% | -$10.1K | 1.93% | 12 |
|
|
2016
Q1 | $2.65M | Sell |
64,679
-1,221
| -2% | -$50K | 1.99% | 11 |
|
|
2015
Q4 | $2.41M | Buy |
65,900
+855
| +1% | +$31.2K | 1.76% | 15 |
|
|
2015
Q3 | $2.35M | Sell |
65,045
-796
| -1% | -$28.7K | 1.81% | 15 |
|
|
2015
Q2 | $2.65M | Buy |
65,841
+5,798
| +10% | +$234K | 1.84% | 13 |
|
|
2015
Q1 | $2.59M | Sell |
60,043
-1,899
| -3% | -$81.9K | 2% | 12 |
|
|
2014
Q4 | $2.79M | Buy |
61,942
+2,694
| +5% | +$121K | 2.14% | 9 |
|
|
2014
Q3 | $2.27M | Sell |
59,248
-1,470
| -2% | -$56.3K | 1.66% | 18 |
|
|
2014
Q2 | $2.46M | Buy |
60,718
+2
| +0% | +$81 | 1.67% | 16 |
|
|
2014
Q1 | $2.48M | Buy |
60,716
+3,551
| +6% | +$145K | 1.8% | 12 |
|
|
2013
Q4 | $2.19M | Buy |
+57,165
| New | +$2.19M | 1.67% | 15 |
|