WCWM
Willow Creek Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,276
-629
| -11% | -$138K | 0.1% | 64 |
|
|
2025
Q1 | $826K | Hold |
5,905
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $984K | Hold |
5,905
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $1.01M | Hold |
5,905
| – | – | 0.11% | 63 |
|
|
2024
Q2 | $834K | Buy |
5,905
+12
| +0.2% | +$1.69K | 0.09% | 66 |
|
|
2024
Q1 | $740K | Buy |
5,893
+3
| +0.1% | +$377 | 0.09% | 68 |
|
|
2023
Q4 | $621K | Sell |
5,890
-822
| -12% | -$86.7K | 0.08% | 74 |
|
|
2023
Q3 | $711K | Hold |
6,712
| – | – | 0.11% | 66 |
|
|
2023
Q2 | $799K | Buy |
6,712
+25
| +0.4% | +$2.98K | 0.11% | 65 |
|
|
2023
Q1 | $621K | Hold |
6,687
| – | – | 0.1% | 69 |
|
|
2022
Q4 | $547K | Sell |
6,687
-20
| -0.3% | -$1.64K | 0.09% | 67 |
|
|
2022
Q3 | $410K | Hold |
6,707
| – | – | 0.08% | 75 |
|
|
2022
Q2 | $469K | Hold |
6,707
| – | – | 0.09% | 68 |
|
|
2022
Q1 | $555K | Hold |
6,707
| – | – | 0.11% | 60 |
|
|
2021
Q4 | $585K | Sell |
6,707
-8
| -0.1% | -$698 | 0.12% | 58 |
|
|
2021
Q3 | $585K | Buy |
6,715
+150
| +2% | +$13.1K | 0.13% | 51 |
|
|
2021
Q2 | $511K | Buy |
6,565
+32
| +0.5% | +$2.49K | 0.12% | 53 |
|
|
2021
Q1 | $458K | Sell |
6,533
-900
| -12% | -$63.1K | 0.17% | 41 |
|
|
2020
Q4 | $481K | Sell |
7,433
-2
| -0% | -$129 | 0.18% | 40 |
|
|
2020
Q3 | $444K | Sell |
7,435
-351
| -5% | -$21K | 0.18% | 39 |
|
|
2020
Q2 | $430K | Sell |
7,786
-180
| -2% | -$9.94K | 0.19% | 38 |
|
|
2020
Q1 | $385K | Sell |
7,966
-454
| -5% | -$21.9K | 0.19% | 37 |
|
|
2019
Q4 | $446K | Sell |
8,420
-2
| -0% | -$106 | 0.2% | 40 |
|
|
2019
Q3 | $463K | Buy |
8,422
+177
| +2% | +$9.73K | 0.21% | 37 |
|
|
2019
Q2 | $470K | Sell |
8,245
-3
| -0% | -$171 | 0.23% | 38 |
|
|
2019
Q1 | $443K | Buy |
8,248
+251
| +3% | +$13.5K | 0.22% | 38 |
|
|
2018
Q4 | $361K | Sell |
7,997
-4
| -0% | -$181 | 0.19% | 40 |
|
|
2018
Q3 | $413K | Sell |
8,001
-50
| -0.6% | -$2.58K | 0.23% | 39 |
|
|
2018
Q2 | $355K | Buy |
8,051
+1,084
| +16% | +$47.8K | 0.2% | 40 |
|
|
2018
Q1 | $319K | Buy |
+6,967
| New | +$319K | 0.17% | 45 |
|