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