Altium Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.35M | Buy |
33,637
+3,754
| +13% | +$262K | 0.17% | 75 |
|
|
2022
Q1 | $2.47M | Buy |
29,883
+1,649
| +6% | +$136K | 0.16% | 77 |
|
|
2021
Q4 | $2.46M | Buy |
28,234
+1,443
| +5% | +$126K | 0.16% | 76 |
|
|
2021
Q3 | $2.33M | Buy |
26,791
+798
| +3% | +$69.5K | 0.17% | 71 |
|
|
2021
Q2 | $2.02M | Buy |
25,993
+130
| +0.5% | +$10.1K | 0.15% | 76 |
|
|
2021
Q1 | $1.82M | Buy |
25,863
+663
| +3% | +$46.5K | 0.15% | 81 |
|
|
2020
Q4 | $1.63M | Buy |
25,200
+894
| +4% | +$57.8K | 0.14% | 81 |
|
|
2020
Q3 | $1.45M | Buy |
24,306
+106
| +0.4% | +$6.33K | 0.15% | 79 |
|
|
2020
Q2 | $1.34M | Sell |
24,200
-726
| -3% | -$40.1K | 0.15% | 74 |
|
|
2020
Q1 | $1.21M | Buy |
24,926
+4,542
| +22% | +$220K | 0.17% | 72 |
|
|
2019
Q4 | $1.08M | Buy |
20,384
+1,845
| +10% | +$97.8K | 0.13% | 91 |
|
|
2019
Q3 | $1.02M | Buy |
18,539
+1,447
| +8% | +$79.6K | 0.14% | 90 |
|
|
2019
Q2 | $974K | Buy |
17,092
+1,681
| +11% | +$95.8K | 0.14% | 85 |
|
|
2019
Q1 | $828K | Buy |
15,411
+1,327
| +9% | +$71.3K | 0.13% | 100 |
|
|
2018
Q4 | $636K | Buy |
14,084
+1,307
| +10% | +$59K | 0.12% | 122 |
|
|
2018
Q3 | $659K | Buy |
12,777
+4,050
| +46% | +$209K | 0.13% | 129 |
|
|
2018
Q2 | $385K | Sell |
8,727
-675
| -7% | -$29.8K | 0.1% | 144 |
|
|
2018
Q1 | $431K | Buy |
+9,402
| New | +$431K | 0.17% | 97 |
|