Adero Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $258K | Sell |
1,843
-98
| -5% | -$13.7K | 0.02% | 203 |
|
|
2024
Q4 | $323K | Buy |
1,941
+319
| +20% | +$53.2K | 0.02% | 166 |
|
|
2024
Q3 | $276K | Buy |
1,622
+146
| +10% | +$24.9K | 0.02% | 179 |
|
|
2024
Q2 | $208K | Buy |
+1,476
| New | +$208K | 0.02% | 195 |
|
|
2020
Q1 | – | Sell |
-8,799
| Closed | -$466K | – | 80 |
|
|
2019
Q4 | $466K | Buy |
+8,799
| New | +$466K | 0.52% | 44 |
|