WE
Wealth Effects’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
4,304
-275
| -6% | -$60.1K | 0.35% | 57 |
|
|
2025
Q1 | $640K | Sell |
4,579
-1,560
| -25% | -$218K | 0.27% | 75 |
|
|
2024
Q4 | $1.02M | Sell |
6,139
-436
| -7% | -$72.7K | 0.36% | 56 |
|
|
2024
Q3 | $1.12M | Sell |
6,575
-350
| -5% | -$59.6K | 0.39% | 55 |
|
|
2024
Q2 | $978K | Sell |
6,925
-125
| -2% | -$17.7K | 0.35% | 60 |
|
|
2024
Q1 | $886K | Sell |
7,050
-15
| -0.2% | -$1.88K | 0.33% | 66 |
|
|
2023
Q4 | $745K | Buy |
7,065
+1,060
| +18% | +$112K | 0.28% | 84 |
|
|
2023
Q3 | $636K | Buy |
6,005
+190
| +3% | +$20.1K | 0.31% | 77 |
|
|
2023
Q2 | $693K | Hold |
5,815
| – | – | 0.3% | 70 |
|
|
2023
Q1 | $540K | Sell |
5,815
-775
| -12% | -$72K | 0.28% | 80 |
|
|
2022
Q4 | $539K | Sell |
6,590
-461
| -7% | -$37.7K | 0.31% | 76 |
|
|
2022
Q3 | $431K | Buy |
7,051
+176
| +3% | +$10.8K | 0.26% | 88 |
|
|
2022
Q2 | $480K | Buy |
6,875
+375
| +6% | +$26.2K | 0.29% | 83 |
|
|
2022
Q1 | $538K | Sell |
6,500
-650
| -9% | -$53.8K | 0.25% | 84 |
|
|
2021
Q4 | $624K | Buy |
+7,150
| New | +$624K | 0.26% | 81 |
|