Windsor Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $393K | Sell |
3,713
-160
| -4% | -$16.9K | 0.07% | 109 |
|
|
2023
Q2 | $461K | Buy |
3,873
+72
| +2% | +$8.57K | 0.08% | 106 |
|
|
2023
Q1 | $356K | Sell |
3,801
-252
| -6% | -$23.6K | 0.07% | 114 |
|
|
2022
Q4 | $347K | Sell |
4,053
-8
| -0.2% | -$685 | 0.07% | 114 |
|
|
2022
Q3 | $257K | Sell |
4,061
-157
| -4% | -$9.94K | 0.06% | 123 |
|
|
2022
Q2 | $302K | Sell |
4,218
-46
| -1% | -$3.29K | 0.08% | 120 |
|
|
2022
Q1 | $345K | Buy |
4,264
+28
| +0.7% | +$2.27K | 0.06% | 178 |
|
|
2021
Q4 | $376K | Buy |
4,236
+36
| +0.9% | +$3.2K | 0.07% | 171 |
|
|
2021
Q3 | $377K | Sell |
4,200
-785
| -16% | -$70.5K | 0.08% | 165 |
|
|
2021
Q2 | $388K | Sell |
4,985
-1,210
| -20% | -$94.2K | 0.08% | 162 |
|
|
2021
Q1 | $435K | Buy |
6,195
+13
| +0.2% | +$913 | 0.1% | 147 |
|
|
2020
Q4 | $400K | Buy |
6,182
+10
| +0.2% | +$647 | 0.1% | 148 |
|
|
2020
Q3 | $355K | Sell |
6,172
-68
| -1% | -$3.91K | 0.1% | 148 |
|
|
2020
Q2 | $345K | Sell |
6,240
-926
| -13% | -$51.2K | 0.11% | 147 |
|
|
2020
Q1 | $346K | Sell |
7,166
-378
| -5% | -$18.3K | 0.14% | 136 |
|
|
2019
Q4 | $400K | Sell |
7,544
-4,337
| -37% | -$230K | 0.15% | 135 |
|
|
2019
Q3 | $631K | Sell |
11,881
-128
| -1% | -$6.8K | 0.28% | 95 |
|
|
2019
Q2 | $697K | Buy |
+12,009
| New | +$697K | 0.31% | 93 |
|