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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