Abound 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 | $185K | Sell |
845
-8
| -0.9% | -$1.75K | 0.05% | 85 |
|
2025
Q1 | $119K | Sell |
853
-29
| -3% | -$4.05K | 0.04% | 96 |
|
2024
Q4 | $147K | Buy |
882
+5
| +0.6% | +$833 | 0.05% | 80 |
|
2024
Q3 | $149K | Buy |
877
+34
| +4% | +$5.8K | 0.05% | 74 |
|
2024
Q2 | $119K | Buy |
843
+1
| +0.1% | +$141 | 0.04% | 83 |
|
2024
Q1 | $106K | Buy |
842
+14
| +2% | +$1.76K | 0.04% | 88 |
|
2023
Q4 | $87.3K | Hold |
828
| – | – | 0.04% | 99 |
|
2023
Q3 | $87.7K | Sell |
828
-19
| -2% | -$2.01K | 0.04% | 85 |
|
2023
Q2 | $101K | Sell |
847
-253
| -23% | -$30.1K | 0.04% | 76 |
|
2023
Q1 | $102K | Buy |
1,100
+393
| +56% | +$36.5K | 0.05% | 73 |
|
2022
Q4 | $57.8K | Sell |
707
-235
| -25% | -$19.2K | 0.03% | 106 |
|
2022
Q3 | $57.6K | Buy |
+942
| New | +$57.6K | 0.03% | 100 |
|