WWS
Wellington Wealth Strategies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.63M | Sell |
15,141
-2,359
| -13% | -$410K | 2.4% | 11 |
|
|
2024
Q3 | $2.94M | Buy |
+17,500
| New | +$2.94M | 2.23% | 13 |
|
|
2024
Q2 | – | Sell |
-13,988
| Closed | -$1.76M | – | 142 |
|
|
2024
Q1 | $1.76M | Sell |
13,988
-6,649
| -32% | -$835K | 0.82% | 35 |
|
|
2023
Q4 | $2.18M | Buy |
+20,637
| New | +$2.18M | 1.84% | 16 |
|
|
2020
Q4 | $2.18M | Buy |
+20,637
| New | +$2.18M | 1.84% | 16 |
|