Accel Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
+1,304
| New | +$285K | 0.1% | 200 |
|
|
2023
Q2 | – | Sell |
-412
| Closed | -$38.3K | – | 645 |
|
|
2023
Q1 | $38.3K | Hold |
412
| – | – | 0.02% | 541 |
|
|
2022
Q4 | $33.7K | Buy |
412
+86
| +26% | +$7.03K | 0.02% | 431 |
|
|
2022
Q3 | $21K | Hold |
326
| – | – | 0.01% | 547 |
|
|
2022
Q2 | $23K | Buy |
326
+27
| +9% | +$1.91K | 0.01% | 510 |
|
|
2022
Q1 | $25K | Hold |
299
| – | – | 0.01% | 507 |
|
|
2021
Q4 | $26K | Hold |
299
| – | – | 0.01% | 512 |
|
|
2021
Q3 | $26K | Hold |
299
| – | – | 0.02% | 449 |
|
|
2021
Q2 | $23K | Hold |
299
| – | – | 0.02% | 510 |
|
|
2021
Q1 | $21K | Hold |
299
| – | – | 0.02% | 493 |
|
|
2020
Q4 | $19K | Buy |
+299
| New | +$19K | 0.02% | 507 |
|