1 North Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
13,428
+211
| +2% | +$46.1K | 1.17% | 27 |
|
|
2025
Q1 | $1.85M | Sell |
13,217
-305
| -2% | -$42.6K | 0.86% | 30 |
|
|
2024
Q4 | $2.25M | Buy |
+13,522
| New | +$2.25M | 0.95% | 31 |
|
|
2019
Q4 | $27K | Hold |
516
| – | – | 0.02% | 126 |
|
|
2019
Q3 | $28K | Buy |
+516
| New | +$28K | 0.02% | 95 |
|
|
2019
Q1 | $28K | Buy |
516
+16
| +3% | +$868 | 0.02% | 88 |
|
|
2018
Q4 | $23K | Buy |
+500
| New | +$23K | 0.02% | 99 |
|