9258 Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $9.52M | Buy |
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|
2023
Q3 | $9.5M | Buy |
|
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $8.34M | Buy |
|
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|
2022
Q4 | $7.3M | Sell |
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|
2022
Q3 | $5.47M | Buy |
|
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|
2022
Q2 | $6.11M | Buy |
|
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|
2022
Q1 | $7.24M | Sell |
|
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|
2021
Q4 | $8.19M | Sell |
|
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|
2021
Q3 | $8.21M | Sell |
|
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|
2021
Q2 | $7.68M | Sell |
|
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|
2021
Q1 | $6.93M | Sell |
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|
2020
Q4 | $6.41M | Buy |
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|
2020
Q3 | $5.51M | Sell |
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|
2020
Q2 | $5.5M | Buy |
|
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|
2020
Q1 | $5.27M | Sell |
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|
2019
Q4 | $5.45M | Buy |
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|
2019
Q3 | $4.81M | Hold |
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|
2019
Q2 | $4.98M | Sell |
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|
2019
Q1 | $4.71M | Buy |
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|
2018
Q4 | $3.96M | Buy |
|