Corient Private Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242M Sell
1,099,402
-44,794
-4% -$9.87M 0.26% 74
2025
Q1
$160M Buy
1,144,196
+92,172
+9% +$12.9M 0.26% 84
2024
Q4
$173M Sell
1,052,024
-184,479
-15% -$30.3M 0.29% 75
2024
Q3
$211M Buy
1,236,503
+177,963
+17% +$30.3M 0.33% 59
2024
Q2
$149M Sell
1,058,540
-30,941
-3% -$4.37M 0.26% 83
2024
Q1
$137M Sell
1,089,481
-129,321
-11% -$16.2M 0.24% 95
2023
Q4
$128M Sell
1,218,802
-102,819
-8% -$10.8M 0.24% 98
2023
Q3
$140M Buy
1,321,621
+33,356
+3% +$3.53M 0.32% 69
2023
Q2
$153M Buy
1,288,265
+130,853
+11% +$15.6M 0.35% 64
2023
Q1
$108M Buy
1,157,412
+356,166
+44% +$33.1M 0.29% 87
2022
Q4
$65.5M Buy
+801,246
New +$65.5M 0.24% 109