AllSquare Wealth Management’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 | $727K | Buy |
|
|||||
|
2025
Q1 | $451K | Hold |
|
|||||
|
2024
Q4 | $538K | Sell |
|
|||||
|
2024
Q3 | $570K | Hold |
|
|||||
|
2024
Q2 | $473K | Hold |
|
|||||
|
2024
Q1 | $420K | Hold |
|
|||||
|
2023
Q4 | $353K | Sell |
|
|||||
|
2023
Q3 | $434K | Sell |
|
|||||
|
2023
Q2 | $431K | Hold |
|
|||||
|
2023
Q1 | $381K | Hold |
|
|||||
|
2022
Q4 | $335K | Buy |
|
|||||
|
2022
Q3 | $220K | Buy |
|
|||||
|
2022
Q2 | $192K | Buy |
|
|||||
|
2022
Q1 | $174K | Sell |
|
|||||
|
2021
Q4 | $222K | Hold |
|
|||||
|
2021
Q3 | $222K | Hold |
|
|||||
|
2021
Q2 | $198K | Hold |
|
|||||
|
2021
Q1 | $178K | Buy |
|
|||||
|
2020
Q4 | $106K | Hold |
|
|||||
|
2020
Q3 | $98K | Hold |
|
|||||
|
2020
Q2 | $91K | Hold |
|
|||||
|
2020
Q1 | $79K | Hold |
|
|||||
|
2019
Q4 | $87K | Hold |
|
|||||
|
2019
Q3 | $90K | Hold |
|
|||||
|
2019
Q2 | $94K | Hold |
|
|||||
|
2019
Q1 | $88K | Hold |
|
|||||
|
2018
Q4 | $74K | Hold |
|
|||||
|
2018
Q3 | $85K | Hold |
|
|||||
|
2018
Q2 | $72K | Buy |
|
|||||
|
2018
Q1 | $59K | Hold |
|
|||||
|
2017
Q4 | $61K | Hold |
|
|||||
|
2017
Q3 | $63K | Hold |
|
|||||
|
2017
Q2 | $65K | Hold |
|
|||||
|
2017
Q1 | $58K | Sell |
|
|||||
|
2016
Q4 | $146K | Buy |
|
|||||
|
2016
Q3 | $31K | Hold |
|
|||||
|
2016
Q2 | $33K | Hold |
|
|||||
|
2016
Q1 | $33K | Sell |
|
|||||
|
2015
Q4 | $33K | Sell |
|
|||||
|
2015
Q3 | $43K | Hold |
|
|||||
|
2015
Q2 | $48K | Hold |
|
|||||
|
2015
Q1 | $52K | Hold |
|
|||||
|
2014
Q4 | $54K | Buy |
|