AO
Advisor OS’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,678
+912
| +24% | +$199K | 0.1% | 145 |
|
|
2025
Q1 | $527K | Buy |
3,766
+88
| +2% | +$12.3K | 0.06% | 229 |
|
|
2024
Q4 | $613K | Buy |
3,678
+612
| +20% | +$102K | 0.07% | 192 |
|
|
2024
Q3 | $523K | Buy |
3,066
+330
| +12% | +$56.2K | 0.05% | 246 |
|
|
2024
Q2 | $386K | Sell |
2,736
-3
| -0.1% | -$424 | 0.04% | 268 |
|
|
2024
Q1 | $344K | Sell |
2,739
-47
| -2% | -$5.9K | 0.04% | 288 |
|
|
2023
Q4 | $294K | Buy |
2,786
+568
| +26% | +$59.9K | 0.04% | 262 |
|
|
2023
Q3 | $235K | Buy |
2,218
+307
| +16% | +$32.5K | 0.04% | 259 |
|
|
2023
Q2 | $228K | Buy |
+1,911
| New | +$228K | 0.04% | 271 |
|
|
2022
Q1 | – | Sell |
-5,160
| Closed | -$450K | – | 236 |
|
|
2021
Q4 | $450K | Buy |
5,160
+307
| +6% | +$26.8K | 0.09% | 183 |
|
|
2021
Q3 | $423K | Hold |
4,853
| – | – | 0.09% | 166 |
|
|
2021
Q2 | $378K | Sell |
4,853
-50
| -1% | -$3.89K | 0.08% | 168 |
|
|
2021
Q1 | $344K | Buy |
+4,903
| New | +$344K | 0.08% | 143 |
|