Aspire Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,977
| Closed | -$329K | – | 98 |
|
2024
Q4 | $329K | Buy |
1,977
+121
| +7% | +$20.2K | 0.09% | 64 |
|
2024
Q3 | $316K | Hold |
1,856
| – | – | 0.09% | 62 |
|
2024
Q2 | $262K | Sell |
1,856
-166
| -8% | -$23.4K | 0.09% | 61 |
|
2024
Q1 | $254K | Buy |
+2,022
| New | +$254K | 0.09% | 65 |
|
2023
Q3 | – | Sell |
-1,840
| Closed | -$219K | – | 68 |
|
2023
Q2 | $219K | Buy |
+1,840
| New | +$219K | 0.11% | 57 |
|