WLIM
White Lighthouse Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+1,242
| New | +$272K | 0.04% | 117 |
|
|
2019
Q4 | – | Sell |
-7,550
| Closed | -$415K | – | 133 |
|
|
2019
Q3 | $415K | Buy |
7,550
+500
| +7% | +$27.5K | 0.17% | 87 |
|
|
2019
Q2 | $402K | Hold |
7,050
| – | – | 0.17% | 84 |
|
|
2019
Q1 | $379K | Sell |
7,050
-500
| -7% | -$26.9K | 0.17% | 84 |
|
|
2018
Q4 | $341K | Buy |
+7,550
| New | +$341K | 0.19% | 87 |
|