WR Wealth Planners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $25.2K | Buy |
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|
2022
Q4 | $16.3K | Hold |
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|
2022
Q3 | $12.2K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $16.5K | Buy |
|