Accel 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
2025
Q3
$358K Sell
2025
Q2
$285K Buy
2023
Q2
Sell
2023
Q1
$38.3K Hold
2022
Q4
$33.7K Buy
2022
Q3
$21K Hold
2022
Q2
$23K Buy
2022
Q1
$25K Hold
2021
Q4
$26K Hold
2021
Q3
$26K Hold
2021
Q2
$23K Hold
2021
Q1
$21K Hold
2020
Q4
$19K Buy