WWM
Wagner Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,741
| Closed | -$106K | – | 587 |
|
|
2022
Q3 | $106K | Sell |
1,741
-241
| -12% | -$14.7K | 0.08% | 144 |
|
|
2022
Q2 | $138K | Buy |
+1,982
| New | +$138K | 0.11% | 125 |
|
|
2022
Q1 | – | Sell |
-2,036
| Closed | -$178K | – | 520 |
|
|
2021
Q4 | $178K | Buy |
2,036
+844
| +71% | +$73.8K | 0.14% | 128 |
|
|
2021
Q3 | $114K | Sell |
1,192
-149
| -11% | -$14.3K | 0.09% | 162 |
|
|
2021
Q2 | $104K | Buy |
1,341
+1
| +0.1% | +$78 | 0.07% | 183 |
|
|
2021
Q1 | $94K | Buy |
+1,340
| New | +$94K | 0.07% | 173 |
|
|
2018
Q3 | $53K | Buy |
1,029
+3
| +0.3% | +$155 | 0.04% | 249 |
|
|
2018
Q2 | $45K | Sell |
1,026
-3,198
| -76% | -$140K | 0.03% | 239 |
|
|
2018
Q1 | $193K | Buy |
4,224
+720
| +21% | +$32.9K | 0.15% | 107 |
|
|
2017
Q4 | $172K | Buy |
+3,504
| New | +$172K | 0.13% | 121 |
|