Avitas Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.73M | Buy |
16,401
+87
| +0.5% | +$14.5K | 0.38% | 69 |
|
|
2024
Q3 | $2.78M | Buy |
16,314
+216
| +1% | +$36.8K | 0.39% | 65 |
|
|
2024
Q2 | $2.27M | Buy |
16,098
+19
| +0.1% | +$2.68K | 0.33% | 78 |
|
|
2024
Q1 | $2.02M | Sell |
16,079
-3,016
| -16% | -$379K | 0.31% | 89 |
|
|
2023
Q4 | $2.01M | Buy |
19,095
+539
| +3% | +$56.8K | 0.34% | 85 |
|
|
2023
Q3 | $1.97M | Buy |
18,556
+3,297
| +22% | +$349K | 0.37% | 77 |
|
|
2023
Q2 | $1.82M | Buy |
15,259
+3,456
| +29% | +$412K | 0.33% | 89 |
|
|
2023
Q1 | $1.1M | Buy |
+11,803
| New | +$1.1M | 0.21% | 122 |
|
|
2022
Q2 | – | Sell |
-4,530
| Closed | -$375K | – | 218 |
|
|
2022
Q1 | $375K | Buy |
+4,530
| New | +$375K | 0.07% | 169 |
|