Castle 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 | $2.1M | Sell |
9,614
-189
| -2% | -$41.3K | 0.76% | 39 |
|
|
2025
Q1 | $1.37M | Buy |
9,803
+1,252
| +15% | +$175K | 0.54% | 49 |
|
|
2024
Q4 | $1.42M | Sell |
8,551
-673
| -7% | -$112K | 0.56% | 46 |
|
|
2024
Q3 | $1.57M | Buy |
9,224
+402
| +5% | +$68.5K | 0.63% | 42 |
|
|
2024
Q2 | $1.25M | Buy |
8,822
+957
| +12% | +$135K | 0.6% | 45 |
|
|
2024
Q1 | $988K | Buy |
+7,865
| New | +$988K | 0.52% | 53 |
|
|
2022
Q4 | – | Sell |
-1,346
| Closed | -$82K | – | 455 |
|
|
2022
Q3 | $82K | Hold |
1,346
| – | – | 0.05% | 160 |
|
|
2022
Q2 | $94K | Buy |
+1,346
| New | +$94K | 0.05% | 150 |
|