Brendel Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Hold |
3,110
| – | – | 0.38% | 54 |
|
|
2025
Q1 | $435K | Hold |
3,110
| – | – | 0.26% | 65 |
|
|
2024
Q4 | $518K | Hold |
3,110
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $530K | Hold |
3,110
| – | – | 0.3% | 64 |
|
|
2024
Q2 | $439K | Hold |
3,110
| – | – | 0.28% | 65 |
|
|
2024
Q1 | $391K | Hold |
3,110
| – | – | 0.45% | 41 |
|
|
2023
Q4 | $328K | Hold |
3,110
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $329K | Hold |
3,110
| – | – | 0.49% | 35 |
|
|
2023
Q2 | $370K | Hold |
3,110
| – | – | 0.56% | 35 |
|
|
2023
Q1 | $289K | Hold |
3,110
| – | – | 0.21% | 68 |
|
|
2022
Q4 | $254K | Sell |
3,110
-890
| -22% | -$72.7K | 0.51% | 33 |
|
|
2022
Q3 | $244K | Sell |
4,000
-728
| -15% | -$44.4K | 0.58% | 33 |
|
|
2022
Q2 | $330K | Hold |
4,728
| – | – | 0.29% | 72 |
|
|
2022
Q1 | $391K | Hold |
4,728
| – | – | 0.21% | 80 |
|
|
2021
Q4 | $412K | Buy |
4,728
+1,618
| +52% | +$141K | 0.21% | 77 |
|
|
2021
Q3 | $271K | Hold |
3,110
| – | – | 0.32% | 52 |
|
|
2021
Q2 | $242K | Hold |
3,110
| – | – | 0.13% | 97 |
|
|
2021
Q1 | $218K | Hold |
3,110
| – | – | 0.15% | 82 |
|
|
2020
Q4 | $201K | Buy |
+3,110
| New | +$201K | 0.14% | 79 |
|