Circle 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 | $5.49M | Sell |
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|
2025
Q1 | $3.59M | Sell |
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|
2024
Q4 | $5.45M | Sell |
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|
2024
Q3 | $5.93M | Buy |
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|
2024
Q2 | $3.38M | Buy |
|
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $780K | Sell |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $1.06M | Buy |
|
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $715K | Sell |
|
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.4M | Buy |
|
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|
2019
Q4 | $1.27M | Sell |
|
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.44M | Buy |
|
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $458K | Buy |
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|
2018
Q2 | $390K | Sell |
|
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $415K | Buy |
|
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|
2017
Q3 | $278K | Buy |
|
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|
2017
Q2 | $287K | Buy |
|
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $219K | Buy |
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