Aberdeen 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 | $562K | Hold |
2,570
| – | – | 0.37% | 74 |
|
|
2025
Q1 | $359K | Hold |
2,570
| – | – | 0.25% | 103 |
|
|
2024
Q4 | $428K | Sell |
2,570
-750
| -23% | -$125K | 0.29% | 93 |
|
|
2024
Q3 | $566K | Sell |
3,320
-325
| -9% | -$55.4K | 0.37% | 83 |
|
|
2024
Q2 | $515K | Sell |
3,645
-290
| -7% | -$40.9K | 0.35% | 81 |
|
|
2024
Q1 | $494K | Sell |
3,935
-150
| -4% | -$18.8K | 0.29% | 90 |
|
|
2023
Q4 | $431K | Hold |
4,085
| – | – | 0.31% | 95 |
|
|
2023
Q3 | $433K | Sell |
4,085
-305
| -7% | -$32.3K | 0.33% | 85 |
|
|
2023
Q2 | $523K | Sell |
4,390
-210
| -5% | -$25K | 0.38% | 74 |
|
|
2023
Q1 | $427K | Hold |
4,600
| – | – | 0.32% | 90 |
|
|
2022
Q4 | $376K | Hold |
4,600
| – | – | 0.28% | 100 |
|
|
2022
Q3 | $281K | Hold |
4,600
| – | – | 0.25% | 106 |
|
|
2022
Q2 | $321K | Hold |
4,600
| – | – | 0.26% | 104 |
|
|
2022
Q1 | $381K | Hold |
4,600
| – | – | 0.26% | 101 |
|
|
2021
Q4 | $401K | Hold |
4,600
| – | – | 0.26% | 98 |
|
|
2021
Q3 | $401K | Sell |
4,600
-930
| -17% | -$81.1K | 0.39% | 81 |
|
|
2021
Q2 | $430K | Buy |
5,530
+1
| +0% | +$78 | 0.4% | 83 |
|
|
2021
Q1 | $388K | Sell |
5,529
-615
| -10% | -$43.2K | 0.31% | 98 |
|
|
2020
Q4 | $397K | Buy |
6,144
+617
| +11% | +$39.9K | 0.3% | 91 |
|
|
2020
Q3 | $330K | Sell |
5,527
-1,130
| -17% | -$67.5K | 0.31% | 93 |
|
|
2020
Q2 | $368K | Buy |
6,657
+594
| +10% | +$32.8K | 0.39% | 85 |
|
|
2020
Q1 | $293K | Buy |
6,063
+1
| +0% | +$48 | 0.36% | 84 |
|
|
2019
Q4 | $321K | Buy |
+6,062
| New | +$321K | 0.24% | 106 |
|