WDG
Wealth Dimensions Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
4,747
-11
| -0.2% | -$2.41K | 0.23% | 59 |
|
|
2025
Q1 | $665K | Sell |
4,758
-57
| -1% | -$7.97K | 0.16% | 76 |
|
|
2024
Q4 | $802K | Sell |
4,815
-26
| -0.5% | -$4.33K | 0.2% | 66 |
|
|
2024
Q3 | $825K | Sell |
4,841
-238
| -5% | -$40.6K | 0.21% | 60 |
|
|
2024
Q2 | $717K | Buy |
5,079
+357
| +8% | +$50.4K | 0.2% | 61 |
|
|
2024
Q1 | $593K | Sell |
4,722
-67
| -1% | -$8.42K | 0.18% | 72 |
|
|
2023
Q4 | $505K | Sell |
4,789
-798
| -14% | -$84.1K | 0.16% | 73 |
|
|
2023
Q3 | $592K | Buy |
5,587
+67
| +1% | +$7.1K | 0.21% | 68 |
|
|
2023
Q2 | $657K | Buy |
5,520
+798
| +17% | +$95K | 0.24% | 58 |
|
|
2023
Q1 | $439K | Buy |
4,722
+1,450
| +44% | +$135K | 0.17% | 79 |
|
|
2022
Q4 | $267K | Sell |
3,272
-41
| -1% | -$3.35K | 0.11% | 109 |
|
|
2022
Q3 | $202K | Hold |
3,313
| – | – | 0.1% | 116 |
|
|
2022
Q2 | $231K | Hold |
3,313
| – | – | 0.11% | 114 |
|
|
2022
Q1 | $274K | Sell |
3,313
-38
| -1% | -$3.14K | 0.13% | 110 |
|
|
2021
Q4 | $292K | Buy |
3,351
+600
| +22% | +$52.3K | 0.14% | 103 |
|
|
2021
Q3 | $240K | Hold |
2,751
| – | – | 0.15% | 111 |
|
|
2021
Q2 | $214K | Sell |
2,751
-151
| -5% | -$11.7K | 0.15% | 113 |
|
|
2021
Q1 | $204K | Buy |
+2,902
| New | +$204K | 0.16% | 112 |
|