Charles Schwab Investment Advisory’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$270K Buy
2023
Q4
$219K Buy
2020
Q1
Sell
2019
Q4
$294M Buy
2019
Q3
$296M Buy
2019
Q2
$300M Buy
2019
Q1
$278M Buy
2018
Q4
$231M Buy
2018
Q3
$260M Buy
2018
Q2
$219M Buy