Angeles 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 | $1.29M | Buy |
5,892
+407
| +7% | +$89K | 0.09% | 81 |
|
|
2025
Q1 | $767K | Buy |
5,485
+255
| +5% | +$35.7K | 0.06% | 109 |
|
|
2024
Q4 | $872K | Buy |
5,230
+244
| +5% | +$40.7K | 0.07% | 99 |
|
|
2024
Q3 | $850K | Sell |
4,986
-75
| -1% | -$12.8K | 0.07% | 94 |
|
|
2024
Q2 | $715K | Buy |
5,061
+1,551
| +44% | +$219K | 0.07% | 101 |
|
|
2024
Q1 | $441K | Buy |
3,510
+484
| +16% | +$60.8K | 0.04% | 130 |
|
|
2023
Q4 | $319K | Buy |
3,026
+277
| +10% | +$29.2K | 0.04% | 148 |
|
|
2023
Q3 | $291K | Buy |
2,749
+10
| +0.4% | +$1.06K | 0.04% | 134 |
|
|
2023
Q2 | $326K | Buy |
2,739
+51
| +2% | +$6.07K | 0.04% | 134 |
|
|
2023
Q1 | $250K | Sell |
2,688
-56
| -2% | -$5.2K | 0.04% | 152 |
|
|
2022
Q4 | $224K | Buy |
+2,744
| New | +$224K | 0.04% | 159 |
|