WCM
Whitener Capital Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
4,874
+6
| +0.1% | +$1.31K | 0.28% | 74 |
|
|
2025
Q1 | $681K | Buy |
4,868
+85
| +2% | +$11.9K | 0.19% | 88 |
|
|
2024
Q4 | $797K | Hold |
4,783
| – | – | 0.22% | 78 |
|
|
2024
Q3 | $815K | Sell |
4,783
-55
| -1% | -$9.37K | 0.23% | 79 |
|
|
2024
Q2 | $683K | Hold |
4,838
| – | – | 0.21% | 83 |
|
|
2024
Q1 | $608K | Buy |
4,838
+55
| +1% | +$6.91K | 0.2% | 90 |
|
|
2023
Q4 | $504K | Hold |
4,783
| – | – | 0.18% | 94 |
|
|
2023
Q3 | $507K | Sell |
4,783
-187
| -4% | -$19.8K | 0.2% | 85 |
|
|
2023
Q2 | $592K | Hold |
4,970
| – | – | 0.23% | 80 |
|
|
2023
Q1 | $462K | Hold |
4,970
| – | – | 0.19% | 88 |
|
|
2022
Q4 | $406K | Hold |
4,970
| – | – | 0.18% | 90 |
|
|
2022
Q3 | $303K | Buy |
4,970
+70
| +1% | +$4.27K | 0.14% | 103 |
|
|
2022
Q2 | $342K | Hold |
4,900
| – | – | 0.15% | 99 |
|
|
2022
Q1 | $405K | Buy |
4,900
+70
| +1% | +$5.79K | 0.15% | 104 |
|
|
2021
Q4 | $421K | Buy |
4,830
+200
| +4% | +$17.4K | 0.15% | 103 |
|
|
2021
Q3 | $299K | Sell |
4,630
-100
| -2% | -$6.46K | 0.14% | 107 |
|
|
2021
Q2 | $368K | Hold |
4,730
| – | – | 0.15% | 103 |
|
|
2021
Q1 | $331K | Buy |
4,730
+100
| +2% | +$7K | 0.14% | 106 |
|
|
2020
Q4 | $299K | Hold |
4,630
| – | – | 0.14% | 108 |
|
|
2020
Q3 | $276K | Sell |
4,630
-15
| -0.3% | -$894 | 0.13% | 102 |
|
|
2020
Q2 | $256K | Hold |
4,645
| – | – | 0.13% | 109 |
|
|
2020
Q1 | $224K | Sell |
4,645
-200
| -4% | -$9.65K | 0.14% | 106 |
|
|
2019
Q4 | $256K | Hold |
4,845
| – | – | 0.13% | 118 |
|
|
2019
Q3 | $266K | Hold |
4,845
| – | – | 0.15% | 109 |
|
|
2019
Q2 | $276K | Sell |
4,845
-200
| -4% | -$11.4K | 0.16% | 106 |
|
|
2019
Q1 | $270K | Sell |
5,045
-300
| -6% | -$16.1K | 0.18% | 100 |
|
|
2018
Q4 | $241K | Buy |
5,345
+1,900
| +55% | +$85.7K | 0.18% | 104 |
|
|
2018
Q3 | $177K | Buy |
+3,445
| New | +$177K | 0.12% | 131 |
|
|
2018
Q2 | – | Sell |
-4,045
| Closed | -$185K | – | 304 |
|
|
2018
Q1 | $185K | Buy |
4,045
+380
| +10% | +$17.4K | 0.14% | 122 |
|
|
2017
Q4 | $173K | Buy |
+3,665
| New | +$173K | 0.15% | 118 |
|