Aviso Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,517
+1,098
| +25% | +$240K | 0.56% | 44 |
|
|
2025
Q1 | $618K | Buy |
4,419
+64
| +1% | +$8.95K | 0.33% | 80 |
|
|
2024
Q4 | $726K | Buy |
4,355
+833
| +24% | +$139K | 0.37% | 71 |
|
|
2024
Q3 | $600K | Buy |
3,522
+147
| +4% | +$25K | 0.33% | 81 |
|
|
2024
Q2 | $476K | Buy |
3,375
+235
| +7% | +$33.2K | 0.28% | 81 |
|
|
2024
Q1 | $394K | Buy |
3,140
+464
| +17% | +$58.3K | 0.25% | 95 |
|
|
2023
Q4 | $282K | Buy |
+2,676
| New | +$282K | 0.2% | 110 |
|