TW
TritonPoint Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Sell |
44,687
-1,874
| -4% | -$410K | 0.9% | 27 |
|
|
2025
Q1 | $6.51M | Sell |
46,561
-100
| -0.2% | -$14K | 0.62% | 43 |
|
|
2024
Q4 | $7.78M | Sell |
46,661
-1,404
| -3% | -$234K | 0.7% | 36 |
|
|
2024
Q3 | $8.11M | Buy |
48,065
+7,142
| +17% | +$1.21M | 0.74% | 36 |
|
|
2024
Q2 | $5.78M | Buy |
40,923
+25,686
| +169% | +$3.63M | 0.56% | 52 |
|
|
2024
Q1 | $1.66M | Sell |
15,237
-1,139
| -7% | -$124K | 0.17% | 118 |
|
|
2023
Q4 | $1.73M | Buy |
+16,376
| New | +$1.73M | 0.17% | 121 |
|