Ascent Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.9M | Sell |
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|
2025
Q2 | $14.2M | Sell |
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|
2025
Q1 | $9.31M | Buy |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.3M | Sell |
|
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|
2024
Q2 | $9.36M | Buy |
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|
2024
Q1 | $6.34M | Buy |
|
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $683K | Buy |
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|
2023
Q2 | $696K | Buy |
|
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|
2023
Q1 | $522K | Buy |
|
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $293K | Buy |
|
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $203K | Buy |
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