WR Wealth Planners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $344K | Sell |
2,066
-40
| -2% | -$6.67K | 0.11% | 117 |
|
|
2024
Q3 | $359K | Buy |
2,106
+232
| +12% | +$39.5K | 0.1% | 128 |
|
|
2024
Q2 | $265K | Buy |
1,874
+42
| +2% | +$5.93K | 0.08% | 143 |
|
|
2024
Q1 | $230K | Sell |
1,832
-124
| -6% | -$15.6K | 0.07% | 156 |
|
|
2023
Q4 | $206K | Buy |
1,956
+290
| +17% | +$30.6K | 0.08% | 172 |
|
|
2023
Q3 | $176K | Hold |
1,666
| – | – | 0.07% | 185 |
|
|
2023
Q2 | $198K | Buy |
1,666
+1,395
| +515% | +$166K | 0.08% | 171 |
|
|
2023
Q1 | $25.2K | Buy |
271
+71
| +36% | +$6.6K | 0.01% | 393 |
|
|
2022
Q4 | $16.3K | Hold |
200
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $12.2K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $16.5K | Buy |
+200
| New | +$16.5K | 0.01% | 249 |
|