WP
Westmount Partners’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.09M | Sell |
18,711
-147
| -0.8% | -$32.1K | 1.12% | 20 |
|
2025
Q1 | $2.64M | Sell |
18,858
-122
| -0.6% | -$17.1K | 0.8% | 26 |
|
2024
Q4 | $3.16M | Sell |
18,980
-1,388
| -7% | -$231K | 0.96% | 21 |
|
2024
Q3 | $3.47M | Buy |
20,368
+546
| +3% | +$93K | 1.04% | 19 |
|
2024
Q2 | $2.84M | Buy |
19,822
+91
| +0.5% | +$13K | 0.94% | 23 |
|
2024
Q1 | $2.48M | Buy |
19,731
+352
| +2% | +$44.2K | 0.89% | 23 |
|
2023
Q4 | $2.04M | Buy |
19,379
+207
| +1% | +$21.8K | 0.83% | 24 |
|
2023
Q3 | $2.03M | Buy |
19,172
+54
| +0.3% | +$5.72K | 0.89% | 26 |
|
2023
Q2 | $2.28M | Buy |
19,118
+114
| +0.6% | +$13.6K | 0.99% | 21 |
|
2023
Q1 | $1.77M | Buy |
19,004
+390
| +2% | +$36.2K | 0.82% | 25 |
|
2022
Q4 | $1.52M | Buy |
+18,614
| New | +$1.52M | 0.79% | 27 |
|