WLPWM
Walled Lake Planning & Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
2,079
+5
| +0.2% | +$1.09K | 0.15% | 78 |
|
|
2025
Q1 | $290K | Sell |
2,074
-15
| -0.7% | -$2.1K | 0.1% | 101 |
|
|
2024
Q4 | $348K | Buy |
2,089
+27
| +1% | +$4.5K | 0.13% | 90 |
|
|
2024
Q3 | $351K | Buy |
2,062
+3
| +0.1% | +$511 | 0.13% | 90 |
|
|
2024
Q2 | $291K | Buy |
2,059
+4
| +0.2% | +$565 | 0.12% | 93 |
|
|
2024
Q1 | $258K | Buy |
2,055
+4
| +0.2% | +$503 | 0.11% | 90 |
|
|
2023
Q4 | $216K | Buy |
2,051
+4
| +0.2% | +$422 | 0.1% | 95 |
|
|
2023
Q3 | $217K | Buy |
2,047
+3
| +0.1% | +$318 | 0.11% | 88 |
|
|
2023
Q2 | $243K | Buy |
+2,044
| New | +$243K | 0.12% | 80 |
|
|
2021
Q4 | – | Sell |
-2,514
| Closed | -$219K | – | 250 |
|
|
2021
Q3 | $219K | Buy |
2,514
+504
| +25% | +$43.9K | 0.14% | 73 |
|
|
2021
Q2 | $156K | Buy |
2,010
+4
| +0.2% | +$310 | 0.1% | 89 |
|
|
2021
Q1 | $141K | Buy |
2,006
+4
| +0.2% | +$281 | 0.1% | 91 |
|
|
2020
Q4 | $130K | Buy |
2,002
+4
| +0.2% | +$260 | 0.1% | 86 |
|
|
2020
Q3 | $119K | Sell |
1,998
-611
| -23% | -$36.4K | 0.1% | 87 |
|
|
2020
Q2 | $144K | Buy |
2,609
+7
| +0.3% | +$386 | 0.12% | 73 |
|
|
2020
Q1 | $126K | Buy |
2,602
+8
| +0.3% | +$387 | 0.12% | 74 |
|
|
2019
Q4 | $137K | Buy |
+2,594
| New | +$137K | 0.1% | 79 |
|