WAP
Wealthcare Advisory Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Buy |
40,375
+2,034
| +5% | +$445K | 0.2% | 101 |
|
|
2025
Q1 | $5.36M | Buy |
38,341
+3,269
| +9% | +$457K | 0.14% | 128 |
|
|
2024
Q4 | $5.84M | Buy |
35,072
+18
| +0.1% | +$3K | 0.16% | 121 |
|
|
2024
Q3 | $5.97M | Sell |
35,054
-346
| -1% | -$59K | 0.17% | 112 |
|
|
2024
Q2 | $5M | Buy |
35,400
+893
| +3% | +$126K | 0.16% | 112 |
|
|
2024
Q1 | $4.33M | Buy |
34,507
+990
| +3% | +$124K | 0.14% | 121 |
|
|
2023
Q4 | $3.53M | Buy |
33,517
+23
| +0.1% | +$2.43K | 0.14% | 125 |
|
|
2023
Q3 | $3.55M | Sell |
33,494
-688
| -2% | -$72.9K | 0.16% | 105 |
|
|
2023
Q2 | $4.07M | Sell |
34,182
-1,011
| -3% | -$120K | 0.18% | 99 |
|
|
2023
Q1 | $3.27M | Buy |
35,193
+278
| +0.8% | +$25.8K | 0.14% | 125 |
|
|
2022
Q4 | $2.85M | Buy |
34,915
+1,553
| +5% | +$127K | 0.14% | 126 |
|
|
2022
Q3 | $2.04M | Sell |
33,362
-704
| -2% | -$43K | 0.12% | 139 |
|
|
2022
Q2 | $2.38M | Buy |
34,066
+994
| +3% | +$69.4K | 0.14% | 105 |
|
|
2022
Q1 | $2.74M | Sell |
33,072
-926
| -3% | -$76.6K | 0.17% | 76 |
|
|
2021
Q4 | $2.97M | Buy |
33,998
+714
| +2% | +$62.3K | 0.18% | 72 |
|
|
2021
Q3 | $2.9M | Buy |
33,284
+405
| +1% | +$35.3K | 0.19% | 75 |
|
|
2021
Q2 | $2.56M | Buy |
32,879
+183
| +0.6% | +$14.2K | 0.17% | 83 |
|
|
2021
Q1 | $2.29M | Buy |
32,696
+1,761
| +6% | +$124K | 0.17% | 80 |
|
|
2020
Q4 | $2M | Buy |
30,935
+264
| +0.9% | +$17.1K | 0.18% | 76 |
|
|
2020
Q3 | $1.83M | Buy |
30,671
+474
| +2% | +$28.3K | 0.2% | 65 |
|
|
2020
Q2 | $1.67M | Buy |
30,197
+132
| +0.4% | +$7.3K | 0.21% | 62 |
|
|
2020
Q1 | $1.45M | Sell |
30,065
-92
| -0.3% | -$4.45K | 0.21% | 63 |
|
|
2019
Q4 | $1.6M | Buy |
30,157
+24,792
| +462% | +$1.31M | 0.2% | 65 |
|
|
2019
Q3 | $295K | Buy |
5,365
+569
| +12% | +$31.3K | 0.04% | 215 |
|
|
2019
Q2 | $273K | Buy |
4,796
+72
| +2% | +$4.1K | 0.04% | 219 |
|
|
2019
Q1 | $254K | Buy |
4,724
+179
| +4% | +$9.62K | 0.04% | 208 |
|
|
2018
Q4 | $205K | Sell |
4,545
-411
| -8% | -$18.5K | 0.04% | 207 |
|
|
2018
Q3 | $256K | Buy |
4,956
+663
| +15% | +$34.2K | 0.05% | 188 |
|
|
2018
Q2 | $189K | Buy |
4,293
+122
| +3% | +$5.37K | 0.04% | 220 |
|
|
2018
Q1 | $191K | Buy |
4,171
+1,141
| +38% | +$52.2K | 0.04% | 197 |
|
|
2017
Q4 | $143K | Buy |
3,030
+591
| +24% | +$27.9K | 0.04% | 218 |
|
|
2017
Q3 | $118K | Buy |
2,439
+2,436
| +81,200% | +$118K | 0.04% | 195 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 128 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 131 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 121 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 117 |
|
|
2016
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 128 |
|