Avion 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 | $48K | Buy |
223
+12
| +6% | +$2.58K | 0.01% | 209 |
|
|
2025
Q1 | $35K | Hold |
211
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $35K | Buy |
211
+59
| +39% | +$9.79K | 0.01% | 229 |
|
|
2024
Q3 | $25K | Buy |
152
+26
| +21% | +$4.28K | 0.01% | 235 |
|
|
2024
Q2 | $17K | Buy |
126
+23
| +22% | +$3.1K | ﹤0.01% | 251 |
|
|
2024
Q1 | $13K | Buy |
103
+7
| +7% | +$883 | ﹤0.01% | 274 |
|
|
2023
Q4 | $10K | Sell |
96
-4
| -4% | -$417 | ﹤0.01% | 284 |
|
|
2023
Q3 | $10K | Buy |
100
+36
| +56% | +$3.6K | ﹤0.01% | 274 |
|
|
2023
Q2 | $7K | Buy |
64
+49
| +327% | +$5.36K | ﹤0.01% | 323 |
|
|
2023
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 469 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$2K | – | 556 |
|
|
2022
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 404 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 423 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 349 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$2K | – | 369 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 249 |
|
|
2020
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 269 |
|