Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
ORCL holding history
Oracle Corp in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ORCL overviewAll 13F holders of ORCLFull Q1 2024 holdings
- Shares (Q1 2024)
- 24,702
- Value
- $3.10M
- % of portfolio
- 1.7%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 24,702 | $3.10M | 1.7% | +284+1.2% | Added | Holders |
| Q4 2023 | 24,418 | $2.57M | 1.5% | +1,020+4.4% | Added | Holders |
| Q3 2023 | 23,398 | $2.48M | 1.7% | +1,129+5.1% | Added | Holders |
| Q2 2023 | 22,269 | $2.65M | 1.8% | −424−1.9% | Reduced | Holders |
| Q1 2023 | 22,693 | $2.11M | 1.6% | +521+2.3% | Added | Holders |
| Q4 2022 | 22,172 | $1.81M | 1.4% | +22,172 | New | Holders |