WGAM
Wilkinson Global Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,720
| Closed | -$287K | – | 79 |
|
|
2024
Q4 | $287K | Hold |
1,720
| – | – | 0.02% | 73 |
|
|
2024
Q3 | $293K | Hold |
1,720
| – | – | 0.02% | 70 |
|
|
2024
Q2 | $243K | Hold |
1,720
| – | – | 0.02% | 74 |
|
|
2024
Q1 | $216K | Sell |
1,720
-370
| -18% | -$46.5K | 0.01% | 83 |
|
|
2023
Q4 | $220K | Sell |
2,090
-1,331
| -39% | -$140K | 0.02% | 84 |
|
|
2023
Q3 | $362K | Hold |
3,421
| – | – | 0.03% | 69 |
|
|
2023
Q2 | $407K | Hold |
3,421
| – | – | 0.03% | 66 |
|
|
2023
Q1 | $318K | Hold |
3,421
| – | – | 0.03% | 70 |
|
|
2022
Q4 | $280K | Hold |
3,421
| – | – | 0.02% | 75 |
|
|
2022
Q3 | $209K | Hold |
3,421
| – | – | 0.02% | 88 |
|
|
2022
Q2 | $239K | Hold |
3,421
| – | – | 0.02% | 75 |
|
|
2022
Q1 | $283K | Hold |
3,421
| – | – | 0.02% | 75 |
|
|
2021
Q4 | $298K | Hold |
3,421
| – | – | 0.02% | 78 |
|
|
2021
Q3 | $298K | Buy |
3,421
+821
| +32% | +$71.5K | 0.02% | 79 |
|
|
2021
Q2 | $202K | Buy |
+2,600
| New | +$202K | 0.01% | 93 |
|