Abundance Wealth Counselors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
11,859
-36
| -0.3% | -$7.87K | 0.49% | 34 |
|
|
2025
Q1 | $1.66M | Buy |
11,895
+447
| +4% | +$62.5K | 0.35% | 52 |
|
|
2024
Q4 | $1.91M | Buy |
11,448
+400
| +4% | +$66.7K | 0.42% | 38 |
|
|
2024
Q3 | $1.88M | Sell |
11,048
-1,973
| -15% | -$336K | 0.39% | 37 |
|
|
2024
Q2 | $1.84M | Sell |
13,021
-1,499
| -10% | -$212K | 0.85% | 22 |
|
|
2024
Q1 | $1.82M | Buy |
14,520
+158
| +1% | +$19.8K | 0.42% | 38 |
|
|
2023
Q4 | $1.51M | Sell |
14,362
-120
| -0.8% | -$12.7K | 0.39% | 43 |
|
|
2023
Q3 | $1.53M | Buy |
14,482
+121
| +0.8% | +$12.8K | 0.44% | 37 |
|
|
2023
Q2 | $1.71M | Sell |
14,361
-479
| -3% | -$57K | 0.88% | 19 |
|
|
2023
Q1 | $1.38M | Sell |
14,840
-4,914
| -25% | -$457K | 0.35% | 44 |
|
|
2022
Q4 | $1.62M | Buy |
19,754
+5,652
| +40% | +$462K | 0.44% | 39 |
|
|
2022
Q3 | $861K | Sell |
14,102
-38
| -0.3% | -$2.32K | 0.25% | 62 |
|
|
2022
Q2 | $988K | Sell |
14,140
-2,107
| -13% | -$147K | 0.27% | 57 |
|
|
2022
Q1 | $1.34M | Sell |
16,247
-1,901
| -10% | -$157K | 0.37% | 50 |
|
|
2021
Q4 | $1.58M | Sell |
18,148
-586
| -3% | -$51.1K | 0.41% | 38 |
|
|
2021
Q3 | $1.63M | Buy |
18,734
+71
| +0.4% | +$6.19K | 0.95% | 14 |
|
|
2021
Q2 | $1.45M | Buy |
18,663
+1,702
| +10% | +$133K | 0.38% | 31 |
|
|
2021
Q1 | $1.19M | Buy |
16,961
+1,296
| +8% | +$90.9K | 0.3% | 31 |
|
|
2020
Q4 | $1.01M | Buy |
15,665
+2,303
| +17% | +$149K | 0.25% | 35 |
|
|
2020
Q3 | $798K | Buy |
13,362
+2,230
| +20% | +$133K | 0.23% | 40 |
|
|
2020
Q2 | $615K | Buy |
+11,132
| New | +$615K | 0.19% | 46 |
|