Alterna Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Buy |
+1,360
| New | +$297K | 0.24% | 80 |
|
2023
Q1 | – | Sell |
-3,289
| Closed | -$269K | – | 124 |
|
2022
Q4 | $269K | Hold |
3,289
| – | – | 0.3% | 59 |
|
2022
Q3 | $201K | Buy |
+3,289
| New | +$201K | 0.24% | 76 |
|
2019
Q1 | – | Sell |
-25,490
| Closed | -$1.28M | – | 267 |
|
2018
Q4 | $1.28M | Buy |
+25,490
| New | +$1.28M | 0.21% | 79 |
|