CBIZ Investment Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
565
-155
| -22% | -$33.9K | 0.01% | 63 |
|
|
2025
Q1 | $101K | Buy |
720
+119
| +20% | +$16.6K | ﹤0.01% | 78 |
|
|
2024
Q4 | $100K | Buy |
601
+20
| +3% | +$3.33K | 0.01% | 74 |
|
|
2024
Q3 | $99.1K | Buy |
581
+109
| +23% | +$18.6K | 0.01% | 72 |
|
|
2024
Q2 | $66.6K | Hold |
472
| – | – | ﹤0.01% | 93 |
|
|
2024
Q1 | $59.2K | Buy |
+472
| New | +$59.2K | ﹤0.01% | 91 |
|
|
2020
Q2 | – | Hold |
0
| – | -$21K | – | 184 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 99 |
|