WAS
WESPAC Advisors SoCal’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
+31,622
| New | +$6.91M | 1.54% | 25 |
|
|
2019
Q2 | – | Sell |
-3,035
| Closed | -$163K | – | 233 |
|
|
2019
Q1 | $163K | Hold |
3,035
| – | – | 0.09% | 91 |
|
|
2018
Q4 | $137K | Buy |
3,035
+715
| +31% | +$32.3K | 0.09% | 91 |
|
|
2018
Q3 | $119K | Buy |
+2,320
| New | +$119K | 0.06% | 97 |
|
|
2018
Q2 | – | Sell |
-2,320
| Closed | -$106K | – | 199 |
|
|
2018
Q1 | $106K | Buy |
2,320
+100
| +5% | +$4.57K | 0.06% | 93 |
|
|
2017
Q4 | $104K | Buy |
2,220
+120
| +6% | +$5.62K | 0.06% | 98 |
|
|
2017
Q3 | $101K | Sell |
2,100
-200
| -9% | -$9.62K | 0.06% | 105 |
|
|
2017
Q2 | $115K | Sell |
2,300
-50
| -2% | -$2.5K | 0.07% | 100 |
|
|
2017
Q1 | $105K | Sell |
2,350
-301
| -11% | -$13.4K | 0.07% | 100 |
|
|
2016
Q4 | $102K | Sell |
2,651
-250
| -9% | -$9.61K | 0.07% | 99 |
|
|
2016
Q3 | $114K | Buy |
2,901
+1
| +0% | +$39 | 0.08% | 94 |
|
|
2016
Q2 | $119K | Buy |
2,900
+500
| +21% | +$20.5K | 0.08% | 93 |
|
|
2016
Q1 | $98.2K | Hold |
2,400
| – | – | 0.07% | 88 |
|
|
2015
Q4 | $87K | Buy |
+2,400
| New | +$87K | 0.06% | 104 |
|