Western Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
12,985
+521
| +4% | +$114K | 0.17% | 117 |
|
|
2025
Q1 | $1.74M | Buy |
12,464
+2,044
| +20% | +$286K | 0.12% | 176 |
|
|
2024
Q4 | $1.74M | Sell |
10,420
-1,664
| -14% | -$277K | 0.11% | 170 |
|
|
2024
Q3 | $2.06M | Buy |
12,084
+5,092
| +73% | +$868K | 0.12% | 184 |
|
|
2024
Q2 | $987K | Buy |
6,992
+813
| +13% | +$115K | 0.07% | 234 |
|
|
2024
Q1 | $776K | Sell |
6,179
-88
| -1% | -$11.1K | 0.06% | 268 |
|
|
2023
Q4 | $661K | Buy |
6,267
+104
| +2% | +$11K | 0.05% | 351 |
|
|
2023
Q3 | $653K | Buy |
6,163
+2,745
| +80% | +$291K | 0.06% | 328 |
|
|
2023
Q2 | $407K | Buy |
3,418
+597
| +21% | +$71.1K | 0.03% | 429 |
|
|
2023
Q1 | $262K | Sell |
2,821
-133
| -5% | -$12.4K | 0.02% | 531 |
|
|
2022
Q4 | $242K | Sell |
2,954
-3,933
| -57% | -$322K | 0.02% | 522 |
|
|
2022
Q3 | $420K | Sell |
6,887
-471
| -6% | -$28.7K | 0.02% | 544 |
|
|
2022
Q2 | $514K | Sell |
7,358
-1,642
| -18% | -$115K | 0.03% | 467 |
|
|
2022
Q1 | $745K | Sell |
9,000
-567
| -6% | -$46.9K | 0.04% | 409 |
|
|
2021
Q4 | $830K | Buy |
+9,567
| New | +$830K | 0.08% | 228 |
|
|
2021
Q2 | $387K | Buy |
4,953
+1,471
| +42% | +$115K | 0.04% | 424 |
|
|
2021
Q1 | $244K | Buy |
+3,482
| New | +$244K | 0.03% | 461 |
|
|
2020
Q4 | – | Sell |
-4,785
| Closed | -$286K | – | 481 |
|
|
2020
Q3 | $286K | Buy |
4,785
+109
| +2% | +$6.52K | 0.05% | 345 |
|
|
2020
Q2 | $259K | Sell |
4,676
-72
| -2% | -$3.99K | 0.05% | 339 |
|
|
2020
Q1 | $231K | Buy |
4,748
+53
| +1% | +$2.58K | 0.05% | 316 |
|
|
2019
Q4 | $249K | Sell |
4,695
-1,152
| -20% | -$61.1K | 0.04% | 347 |
|
|
2019
Q3 | $323K | Buy |
5,847
+294
| +5% | +$16.2K | 0.07% | 275 |
|
|
2019
Q2 | $313K | Sell |
5,553
-212
| -4% | -$12K | 0.04% | 299 |
|
|
2019
Q1 | $309K | Sell |
5,765
-2,024
| -26% | -$108K | 0.07% | 280 |
|
|
2018
Q4 | $351K | Buy |
+7,789
| New | +$351K | 0.09% | 224 |
|