Advisor OS’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $378K | Sell |
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|
2021
Q1 | $344K | Buy |
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