Alaethes Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
16,504
+374
| +2% | +$81.8K | 1.08% | 18 |
|
|
2025
Q1 | $2.26M | Buy |
16,130
+231
| +1% | +$32.3K | 0.83% | 38 |
|
|
2024
Q4 | $2.65M | Sell |
15,899
-667
| -4% | -$111K | 0.95% | 27 |
|
|
2024
Q3 | $2.82M | Buy |
16,566
+1,319
| +9% | +$225K | 1.04% | 22 |
|
|
2024
Q2 | $2.15M | Buy |
15,247
+385
| +3% | +$54.4K | 0.89% | 33 |
|
|
2024
Q1 | $1.87M | Buy |
14,862
+2,009
| +16% | +$252K | 0.82% | 46 |
|
|
2023
Q4 | $1.36M | Buy |
12,853
+901
| +8% | +$95K | 0.64% | 64 |
|
|
2023
Q3 | $1.27M | Buy |
+11,952
| New | +$1.27M | 0.69% | 61 |
|
|
2022
Q2 | – | Sell |
-210
| Closed | -$17K | – | 243 |
|
|
2022
Q1 | $17K | Hold |
210
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $18K | Hold |
210
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $18K | Hold |
210
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $16K | Buy |
+210
| New | +$16K | 0.01% | 166 |
|