1900 Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $846K | Sell |
3,872
-664
| -15% | -$145K | 0.06% | 106 |
|
2025
Q1 | $634K | Buy |
4,536
+839
| +23% | +$117K | 0.05% | 112 |
|
2024
Q4 | $616K | Buy |
3,697
+111
| +3% | +$18.5K | 0.05% | 124 |
|
2024
Q3 | $611K | Sell |
3,586
-36
| -1% | -$6.14K | 0.05% | 129 |
|
2024
Q2 | $511K | Buy |
3,622
+37
| +1% | +$5.22K | 0.05% | 142 |
|
2024
Q1 | $450K | Sell |
3,585
-13,279
| -79% | -$1.67M | 0.04% | 167 |
|
2023
Q4 | $1.78M | Sell |
16,864
-602
| -3% | -$63.5K | 0.16% | 95 |
|
2023
Q3 | $1.85M | Buy |
17,466
+856
| +5% | +$90.7K | 0.18% | 94 |
|
2023
Q2 | $1.98M | Buy |
16,610
+428
| +3% | +$51K | 0.2% | 89 |
|
2023
Q1 | $1.46M | Hold |
16,182
| – | – | 0.16% | 99 |
|
2022
Q4 | $1.32M | Buy |
16,182
+1
| +0% | +$82 | 0.14% | 104 |
|
2022
Q3 | $988K | Sell |
16,181
-80
| -0.5% | -$4.89K | 0.12% | 113 |
|
2022
Q2 | $1.14M | Sell |
16,261
-280
| -2% | -$19.6K | 0.12% | 107 |
|
2022
Q1 | $1.37M | Buy |
16,541
+150
| +0.9% | +$12.4K | 0.13% | 102 |
|
2021
Q4 | $1.43M | Buy |
16,391
+1,401
| +9% | +$122K | 0.13% | 107 |
|
2021
Q3 | $1.31M | Buy |
14,990
+125
| +0.8% | +$10.9K | 0.13% | 110 |
|
2021
Q2 | $1.16M | Buy |
14,865
+71
| +0.5% | +$5.53K | 0.11% | 111 |
|
2021
Q1 | $1.04K | Sell |
14,794
-189
| -1% | -$13 | 0.08% | 95 |
|
2020
Q4 | $970K | Buy |
+14,983
| New | +$970K | 0.11% | 86 |
|