Cornerstone Wealth Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
17,930
+979
| +6% | +$214K | 0.29% | 94 |
|
|
2025
Q1 | $2.37M | Buy |
16,951
+464
| +3% | +$64.9K | 0.2% | 105 |
|
|
2024
Q4 | $2.75M | Buy |
16,487
+105
| +0.6% | +$17.5K | 0.22% | 101 |
|
|
2024
Q3 | $2.79M | Buy |
16,382
+87
| +0.5% | +$14.8K | 0.23% | 99 |
|
|
2024
Q2 | $2.3M | Buy |
16,295
+1,302
| +9% | +$184K | 0.2% | 97 |
|
|
2024
Q1 | $1.88M | Buy |
14,993
+11,583
| +340% | +$1.45M | 0.17% | 100 |
|
|
2023
Q4 | $359K | Buy |
3,410
+141
| +4% | +$14.9K | 0.05% | 116 |
|
|
2023
Q3 | $346K | Buy |
3,269
+78
| +2% | +$8.26K | 0.06% | 115 |
|
|
2023
Q2 | $380K | Buy |
3,191
+3
| +0.1% | +$357 | 0.07% | 115 |
|
|
2023
Q1 | $296K | Hold |
3,188
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $261K | Sell |
3,188
-5,062
| -61% | -$414K | 0.05% | 114 |
|
|
2022
Q3 | $504K | Buy |
8,250
+5,260
| +176% | +$321K | 0.11% | 94 |
|
|
2022
Q2 | $209K | Buy |
2,990
+237
| +9% | +$16.6K | 0.04% | 123 |
|
|
2022
Q1 | $228K | Sell |
2,753
-389
| -12% | -$32.2K | 0.04% | 135 |
|
|
2021
Q4 | $274K | Sell |
3,142
-1,126
| -26% | -$98.2K | 0.05% | 131 |
|
|
2021
Q3 | $372K | Buy |
4,268
+187
| +5% | +$16.3K | 0.07% | 125 |
|
|
2021
Q2 | $355K | Buy |
4,081
+104
| +3% | +$9.05K | 0.07% | 123 |
|
|
2021
Q1 | $305K | Buy |
3,977
+262
| +7% | +$20.1K | 0.06% | 135 |
|
|
2020
Q4 | $240K | Buy |
3,715
+92
| +3% | +$5.94K | 0.06% | 135 |
|
|
2020
Q3 | $216K | Hold |
3,623
| – | – | 0.06% | 123 |
|
|
2020
Q2 | $200K | Buy |
+3,623
| New | +$200K | 0.05% | 120 |
|
|
2019
Q3 | – | Sell |
-3,540
| Closed | -$202K | – | 154 |
|
|
2019
Q2 | $202K | Buy |
+3,540
| New | +$202K | 0.05% | 145 |
|