Avidian Wealth Enterprises’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
10,729
-675
| -6% | -$148K | 0.1% | 109 |
|
|
2025
Q1 | $1.59M | Sell |
11,404
-604
| -5% | -$84.4K | 0.07% | 145 |
|
|
2024
Q4 | $2M | Sell |
12,008
-690
| -5% | -$115K | 0.09% | 121 |
|
|
2024
Q3 | $2.16M | Sell |
12,698
-277
| -2% | -$47.2K | 0.1% | 109 |
|
|
2024
Q2 | $1.83M | Buy |
12,975
+2,689
| +26% | +$380K | 0.08% | 117 |
|
|
2024
Q1 | $1.29M | Buy |
10,286
+1,770
| +21% | +$222K | 0.06% | 133 |
|
|
2023
Q4 | $898K | Buy |
8,516
+90
| +1% | +$9.49K | 0.06% | 177 |
|
|
2023
Q3 | $892K | Sell |
8,426
-5,411
| -39% | -$573K | 0.06% | 175 |
|
|
2023
Q2 | $1.65M | Sell |
13,837
-2,261
| -14% | -$269K | 0.11% | 128 |
|
|
2023
Q1 | $1.5M | Sell |
16,098
-2,114
| -12% | -$196K | 0.08% | 157 |
|
|
2022
Q4 | $1.49M | Sell |
18,212
-221
| -1% | -$18.1K | 0.1% | 139 |
|
|
2022
Q3 | $1.13M | Sell |
18,433
-1,433
| -7% | -$87.5K | 0.08% | 134 |
|
|
2022
Q2 | $1.39M | Buy |
19,866
+3,521
| +22% | +$246K | 0.1% | 133 |
|
|
2022
Q1 | $1.35M | Buy |
16,345
+3,435
| +27% | +$284K | 0.08% | 148 |
|
|
2021
Q4 | $1.13M | Buy |
12,910
+615
| +5% | +$53.6K | 0.07% | 168 |
|
|
2021
Q3 | $1.07M | Buy |
12,295
+2,524
| +26% | +$220K | 0.08% | 125 |
|
|
2021
Q2 | $761K | Buy |
9,771
+1,389
| +17% | +$108K | 0.06% | 156 |
|
|
2021
Q1 | $588K | Buy |
8,382
+329
| +4% | +$23.1K | 0.05% | 184 |
|
|
2020
Q4 | $521K | Buy |
+8,053
| New | +$521K | 0.05% | 177 |
|