Brendel Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $894K | Buy |
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|
2025
Q2 | $680K | Hold |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $518K | Hold |
|
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|
2024
Q3 | $530K | Hold |
|
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|
2024
Q2 | $439K | Hold |
|
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $370K | Hold |
|
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $201K | Buy |
|