TWM
Triton Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+5,679
| New | +$1.38M | 0.59% | 22 |
|
|
2024
Q4 | $1.01M | Buy |
5,584
+415
| +8% | +$75.1K | 0.52% | 25 |
|
|
2024
Q3 | $867K | Buy |
5,169
+129
| +3% | +$21.6K | 0.49% | 26 |
|
|
2024
Q2 | $721K | Hold |
5,040
| – | – | 0.42% | 29 |
|
|
2024
Q1 | $578K | Hold |
5,040
| – | – | 0.4% | 32 |
|
|
2023
Q4 | $518K | Hold |
5,040
| – | – | 0.34% | 32 |
|
|
2023
Q3 | $548K | Sell |
5,040
-106
| -2% | -$11.5K | 0.37% | 32 |
|
|
2023
Q2 | $591K | Hold |
5,146
| – | – | 0.33% | 34 |
|
|
2023
Q1 | $600K | Sell |
5,146
-223
| -4% | -$26K | 0.37% | 30 |
|
|
2022
Q4 | $473K | Sell |
5,369
-633
| -11% | -$55.8K | 0.29% | 35 |
|
|
2022
Q3 | $394K | Hold |
6,002
| – | – | 0.23% | 43 |
|
|
2022
Q2 | $460K | Sell |
6,002
-98
| -2% | -$7.51K | 0.32% | 41 |
|
|
2022
Q1 | $501K | Hold |
6,100
| – | – | 0.26% | 50 |
|
|
2021
Q4 | $501K | Buy |
6,100
+152
| +3% | +$12.5K | 0.26% | 50 |
|
|
2021
Q3 | $573K | Buy |
5,948
+143
| +2% | +$13.8K | 0.27% | 52 |
|
|
2021
Q2 | $524K | Buy |
+5,805
| New | +$524K | 0.3% | 58 |
|