Austin Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
9,628
+835
| +9% | +$183K | 0.17% | 70 |
|
|
2025
Q1 | $1.23M | Sell |
8,793
-1,122
| -11% | -$157K | 0.11% | 91 |
|
|
2024
Q4 | $1.65M | Sell |
9,915
-606
| -6% | -$101K | 0.15% | 57 |
|
|
2024
Q3 | $1.79M | Sell |
10,521
-127
| -1% | -$21.6K | 0.17% | 49 |
|
|
2024
Q2 | $1.5M | Buy |
10,648
+213
| +2% | +$30.1K | 0.16% | 53 |
|
|
2024
Q1 | $1.32M | Sell |
10,435
-2,910
| -22% | -$367K | 0.15% | 62 |
|
|
2023
Q4 | $1.41M | Buy |
13,345
+3,840
| +40% | +$405K | 0.18% | 52 |
|
|
2023
Q3 | $1.01M | Buy |
9,505
+63
| +0.7% | +$6.67K | 0.15% | 58 |
|
|
2023
Q2 | $1.12M | Sell |
9,442
-73
| -0.8% | -$8.69K | 0.16% | 49 |
|
|
2023
Q1 | $884K | Buy |
9,515
+383
| +4% | +$35.6K | 0.14% | 54 |
|
|
2022
Q4 | $746K | Sell |
9,132
-145
| -2% | -$11.9K | 0.13% | 65 |
|
|
2022
Q3 | $567K | Buy |
9,277
+2
| +0% | +$122 | 0.12% | 63 |
|
|
2022
Q2 | $648K | Buy |
9,275
+1
| +0% | +$70 | 0.14% | 58 |
|
|
2022
Q1 | $767K | Hold |
9,274
| – | – | 0.15% | 51 |
|
|
2021
Q4 | $809K | Sell |
9,274
-199
| -2% | -$17.4K | 0.16% | 51 |
|
|
2021
Q3 | $825K | Sell |
9,473
-4,000
| -30% | -$348K | 0.17% | 49 |
|
|
2021
Q2 | $1.05M | Sell |
13,473
-3,000
| -18% | -$234K | 0.24% | 42 |
|
|
2021
Q1 | $1.16M | Hold |
16,473
| – | – | 0.3% | 36 |
|
|
2020
Q4 | $1.07M | Buy |
16,473
+4,631
| +39% | +$300K | 0.31% | 34 |
|
|
2020
Q3 | $707K | Buy |
+11,842
| New | +$707K | 0.26% | 36 |
|