Core Wealth Advisors’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 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $94.2K | Hold |
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|
2023
Q4 | $79.1K | Hold |
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|
2023
Q3 | $79.4K | Hold |
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|
2023
Q2 | $89.3K | Hold |
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|
2023
Q1 | $69.7K | Hold |
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|
2022
Q4 | $61.3K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $58K | Sell |
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|
2021
Q1 | $55K | Buy |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $40K | Buy |
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