TW
Transform Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.28M | Buy |
66,408
+64,810
| +4,056% | +$9.06M | 0.56% | 57 |
|
|
2024
Q4 | $266K | Buy |
1,598
+1
| +0.1% | +$167 | 0.01% | 228 |
|
|
2024
Q3 | $272K | Hold |
1,597
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $225K | Sell |
1,597
-1
| -0.1% | -$141 | 0.02% | 197 |
|
|
2024
Q1 | $201K | Buy |
+1,598
| New | +$201K | 0.02% | 216 |
|
|
2023
Q3 | – | Sell |
-2,236
| Closed | -$266K | – | 259 |
|
|
2023
Q2 | $266K | Hold |
2,236
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $208K | Buy |
+2,236
| New | +$208K | 0.02% | 241 |
|
|
2020
Q4 | – | Sell |
-3,515
| Closed | -$210K | – | 219 |
|
|
2020
Q3 | $210K | Sell |
3,515
-133
| -4% | -$7.95K | 0.03% | 205 |
|
|
2020
Q2 | $202K | Buy |
+3,648
| New | +$202K | 0.03% | 213 |
|
|
2020
Q1 | – | Sell |
-70,391
| Closed | -$3.73M | – | 229 |
|
|
2019
Q4 | $3.73M | Sell |
70,391
-11,783
| -14% | -$624K | 0.59% | 65 |
|
|
2019
Q3 | $4.52M | Sell |
82,174
-1,847
| -2% | -$102K | 0.8% | 49 |
|
|
2019
Q2 | $4.79M | Sell |
84,021
-5,533
| -6% | -$315K | 0.7% | 52 |
|
|
2019
Q1 | $4.81M | Buy |
89,554
+35,299
| +65% | +$1.9M | 0.89% | 42 |
|
|
2018
Q4 | $2.45M | Buy |
+54,255
| New | +$2.45M | 0.5% | 72 |
|
|
2018
Q2 | – | Sell |
-52,385
| Closed | -$2.4M | – | 229 |
|
|
2018
Q1 | $2.4M | Sell |
52,385
-18,645
| -26% | -$853K | 0.46% | 76 |
|
|
2017
Q4 | $3.36M | Buy |
+71,030
| New | +$3.36M | 0.62% | 54 |
|