Brass Tax 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 | $1.35M | Buy |
6,162
+32
| +0.5% | +$7K | 0.26% | 50 |
|
2025
Q1 | $857K | Hold |
6,130
| – | – | 0.18% | 67 |
|
2024
Q4 | $1.02M | Buy |
6,130
+211
| +4% | +$35.2K | 0.22% | 51 |
|
2024
Q3 | $1.01M | Buy |
5,919
+31
| +0.5% | +$5.28K | 0.22% | 49 |
|
2024
Q2 | $831K | Buy |
5,888
+1,170
| +25% | +$165K | 0.36% | 43 |
|
2024
Q1 | $593K | Buy |
+4,718
| New | +$593K | 0.31% | 47 |
|