WIM
Westside Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
15,850
+657
| +4% | +$144K | 0.64% | 39 |
|
|
2025
Q1 | $2.13M | Buy |
15,193
+232
| +2% | +$32.5K | 0.45% | 58 |
|
|
2024
Q4 | $2.49M | Hold |
14,961
| – | – | 0.53% | 51 |
|
|
2024
Q3 | $2.5M | Buy |
14,961
+86
| +0.6% | +$14.4K | 0.53% | 48 |
|
|
2024
Q2 | $2.1M | Buy |
14,875
+20
| +0.1% | +$2.82K | 0.48% | 50 |
|
|
2024
Q1 | $1.87M | Buy |
14,855
+1
| +0% | +$126 | 0.45% | 54 |
|
|
2023
Q4 | $1.57M | Buy |
14,854
+66
| +0.4% | +$6.96K | 0.4% | 63 |
|
|
2023
Q3 | $1.57M | Sell |
14,788
-44
| -0.3% | -$4.66K | 0.45% | 58 |
|
|
2023
Q2 | $1.76M | Sell |
14,832
-24
| -0.2% | -$2.85K | 0.5% | 55 |
|
|
2023
Q1 | $1.38M | Sell |
14,856
-1,214
| -8% | -$113K | 0.41% | 67 |
|
|
2022
Q4 | $127K | Buy |
16,070
+697
| +5% | +$5.5K | 0.31% | 80 |
|
|
2022
Q3 | $92.5K | Buy |
15,373
+2
| +0% | +$12 | 0.22% | 95 |
|
|
2022
Q2 | $124K | Sell |
15,371
-35
| -0.2% | -$282 | 0.28% | 77 |
|
|
2022
Q1 | $124K | Buy |
15,406
+41
| +0.3% | +$330 | 0.27% | 79 |
|
|
2021
Q4 | $136K | Sell |
15,365
-3,605
| -19% | -$31.9K | 0.31% | 69 |
|
|
2021
Q3 | $136K | Sell |
18,970
-674
| -3% | -$4.84K | 0.31% | 70 |
|
|
2021
Q2 | $118K | Sell |
19,644
-3,829
| -16% | -$23K | 0.27% | 77 |
|
|
2021
Q1 | $107K | Buy |
23,473
+396
| +2% | +$1.8K | 0.28% | 73 |
|
|
2020
Q4 | $98.4K | Sell |
23,077
-608
| -3% | -$2.59K | 0.27% | 70 |
|
|
2020
Q3 | $90.9K | Buy |
23,685
+2
| +0% | +$8 | 0.04% | 66 |
|
|
2020
Q2 | $84.1K | Sell |
23,683
-1,509
| -6% | -$5.36K | 0.05% | 58 |
|
|
2020
Q1 | $7.21K | Buy |
+25,192
| New | +$7.21K | ﹤0.01% | 149 |
|
|
2019
Q2 | $56K | Buy |
+25,878
| New | +$56K | 0.12% | 38 |
|
|
2018
Q4 | $1.19M | Sell |
26,276
-583
| -2% | -$26.4K | 0.44% | 40 |
|
|
2018
Q3 | $1.39M | Buy |
26,859
+300
| +1% | +$15.5K | 0.44% | 37 |
|
|
2018
Q2 | $1.2M | Buy |
26,559
+2,668
| +11% | +$120K | 0.42% | 37 |
|
|
2018
Q1 | $1.08M | Buy |
23,891
+1,145
| +5% | +$51.5K | 0.59% | 40 |
|
|
2017
Q4 | $1.11M | Buy |
22,746
+3
| +0% | +$147 | 0.6% | 40 |
|
|
2017
Q3 | $1.1M | Buy |
22,743
+23
| +0.1% | +$1.11K | 0.66% | 33 |
|
|
2017
Q2 | $1.13M | Sell |
22,720
-700
| -3% | -$34.7K | 0.74% | 30 |
|
|
2017
Q1 | $1.04M | Buy |
23,420
+10,375
| +80% | +$462K | 0.5% | 30 |
|
|
2016
Q4 | $510K | Buy |
+13,045
| New | +$510K | 0.35% | 43 |
|