Cassaday & Co Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.21M | Buy |
|
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.4M | Buy |
|