Aprio 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 | $966K | Buy |
4,420
+1,449
| +49% | +$317K | 0.11% | 113 |
|
|
2025
Q1 | $415K | Buy |
2,971
+346
| +13% | +$48.4K | 0.05% | 202 |
|
|
2024
Q4 | $437K | Buy |
2,625
+326
| +14% | +$54.3K | 0.06% | 146 |
|
|
2024
Q3 | $392K | Buy |
2,299
+209
| +10% | +$35.6K | 0.06% | 150 |
|
|
2024
Q2 | $295K | Sell |
2,090
-123
| -6% | -$17.4K | 0.05% | 168 |
|
|
2024
Q1 | $278K | Buy |
+2,213
| New | +$278K | 0.05% | 170 |
|
|
2023
Q3 | – | Sell |
-1,721
| Closed | -$205K | – | 193 |
|
|
2023
Q2 | $205K | Buy |
+1,721
| New | +$205K | 0.06% | 146 |
|