WRPWM
Werba Rubin Papier Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
4,357
+395
| +10% | +$86.4K | 0.18% | 77 |
|
|
2025
Q1 | $554K | Buy |
3,962
+507
| +15% | +$70.9K | 0.12% | 97 |
|
|
2024
Q4 | $576K | Sell |
3,455
-138
| -4% | -$23K | 0.14% | 91 |
|
|
2024
Q3 | $612K | Buy |
3,593
+577
| +19% | +$98.3K | 0.14% | 90 |
|
|
2024
Q2 | $426K | Buy |
3,016
+391
| +15% | +$55.2K | 0.12% | 96 |
|
|
2024
Q1 | $330K | Hold |
2,625
| – | – | 0.1% | 101 |
|
|
2023
Q4 | $277K | Sell |
2,625
-20
| -0.8% | -$2.11K | 0.09% | 88 |
|
|
2023
Q3 | $280K | Hold |
2,645
| – | – | 0.1% | 86 |
|
|
2023
Q2 | $315K | Hold |
2,645
| – | – | 0.11% | 81 |
|
|
2023
Q1 | $246K | Hold |
2,645
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $216K | Buy |
+2,645
| New | +$216K | 0.09% | 90 |
|