TW
Trajan Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
71,473
-11,165
| -14% | -$2.44M | 0.76% | 40 |
|
|
2025
Q1 | $11.6M | Buy |
82,638
+8,871
| +12% | +$1.24M | 0.63% | 44 |
|
|
2024
Q4 | $12.3M | Buy |
73,767
+7,255
| +11% | +$1.21M | 0.68% | 40 |
|
|
2024
Q3 | $11.3M | Buy |
66,512
+8,859
| +15% | +$1.51M | 0.67% | 40 |
|
|
2024
Q2 | $8.14M | Buy |
57,653
+7,605
| +15% | +$1.07M | 0.52% | 48 |
|
|
2024
Q1 | $6.29M | Buy |
+50,048
| New | +$6.29M | 0.43% | 57 |
|