WPA
West Paces Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
2,664
| – | – | 0.12% | 81 |
|
|
2025
Q1 | $372K | Hold |
2,664
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $444K | Hold |
2,664
| – | – | 0.11% | 91 |
|
|
2024
Q3 | $454K | Sell |
2,664
-118
| -4% | -$20.1K | 0.11% | 92 |
|
|
2024
Q2 | $393K | Hold |
2,782
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $349K | Buy |
2,782
+42
| +2% | +$5.28K | 0.09% | 104 |
|
|
2023
Q4 | $289K | Buy |
2,740
+38
| +1% | +$4.01K | 0.08% | 104 |
|
|
2023
Q3 | $286K | Sell |
2,702
-275
| -9% | -$29.1K | 0.09% | 101 |
|
|
2023
Q2 | $355K | Sell |
2,977
-105
| -3% | -$12.5K | 0.1% | 99 |
|
|
2023
Q1 | $286K | Buy |
3,082
+699
| +29% | +$65K | 0.09% | 107 |
|
|
2022
Q4 | $195K | Hold |
2,383
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $146K | Hold |
2,383
| – | – | 0.05% | 137 |
|
|
2022
Q2 | $167K | Hold |
2,383
| – | – | 0.06% | 132 |
|
|
2022
Q1 | $197K | Buy |
2,383
+134
| +6% | +$11.1K | 0.06% | 126 |
|
|
2021
Q4 | $196K | Hold |
2,249
| – | – | 0.06% | 122 |
|
|
2021
Q3 | $196K | Hold |
2,249
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $175K | Hold |
2,249
| – | – | 0.06% | 114 |
|
|
2021
Q1 | $158K | Sell |
2,249
-277
| -11% | -$19.4K | 0.06% | 116 |
|
|
2020
Q4 | $163K | Hold |
2,526
| – | – | 0.07% | 111 |
|
|
2020
Q3 | $151K | Hold |
2,526
| – | – | 0.08% | 115 |
|
|
2020
Q2 | $140K | Sell |
2,526
-182
| -7% | -$10.1K | 0.08% | 113 |
|
|
2020
Q1 | $131K | Sell |
2,708
-775
| -22% | -$37.5K | 0.08% | 111 |
|
|
2019
Q4 | $185K | Buy |
3,483
+1,024
| +42% | +$54.3K | 0.1% | 110 |
|
|
2019
Q3 | $135K | Buy |
2,459
+209
| +9% | +$11.5K | 0.08% | 116 |
|
|
2019
Q2 | $128K | Sell |
2,250
-332
| -13% | -$18.9K | 0.08% | 117 |
|
|
2019
Q1 | $139K | Hold |
2,582
| – | – | 0.1% | 117 |
|
|
2018
Q4 | $117K | Sell |
2,582
-288
| -10% | -$13K | 0.09% | 122 |
|
|
2018
Q3 | $148K | Sell |
2,870
-105
| -4% | -$5.41K | 0.11% | 117 |
|
|
2018
Q2 | $131K | Buy |
2,975
+504
| +20% | +$22.2K | 0.1% | 119 |
|
|
2018
Q1 | $113K | Buy |
2,471
+328
| +15% | +$15K | 0.08% | 124 |
|
|
2017
Q4 | $101K | Sell |
2,143
-445
| -17% | -$21K | 0.08% | 139 |
|
|
2017
Q3 | $125K | Sell |
2,588
-3,578
| -58% | -$173K | 0.09% | 124 |
|
|
2017
Q2 | $309K | Sell |
6,166
-570
| -8% | -$28.6K | 0.25% | 84 |
|
|
2017
Q1 | $300K | Hold |
6,736
| – | – | 0.24% | 82 |
|
|
2016
Q4 | $259K | Buy |
+6,736
| New | +$259K | 0.24% | 88 |
|