Cornerstone Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
11,660
+1,312
| +13% | +$287K | 0.15% | 131 |
|
|
2025
Q1 | $1.45M | Buy |
10,348
+1,863
| +22% | +$260K | 0.1% | 178 |
|
|
2024
Q4 | $1.41M | Buy |
8,485
+998
| +13% | +$166K | 0.1% | 172 |
|
|
2024
Q3 | $1.28M | Buy |
7,487
+3,535
| +89% | +$602K | 0.09% | 181 |
|
|
2024
Q2 | $558K | Buy |
3,952
+108
| +3% | +$15.2K | 0.04% | 311 |
|
|
2024
Q1 | $483K | Buy |
3,844
+396
| +11% | +$49.7K | 0.04% | 333 |
|
|
2023
Q4 | $364K | Sell |
3,448
-229
| -6% | -$24.1K | 0.03% | 384 |
|
|
2023
Q3 | $389K | Buy |
3,677
+358
| +11% | +$37.9K | 0.04% | 364 |
|
|
2023
Q2 | $395K | Sell |
3,319
-691
| -17% | -$82.3K | 0.04% | 350 |
|
|
2023
Q1 | $373K | Buy |
+4,010
| New | +$373K | 0.04% | 339 |
|
|
2022
Q3 | $448K | Buy |
7,341
+121
| +2% | +$7.38K | 0.05% | 278 |
|
|
2022
Q2 | $504K | Buy |
7,220
+1,817
| +34% | +$127K | 0.06% | 258 |
|
|
2022
Q1 | $447K | Sell |
5,403
-417
| -7% | -$34.5K | 0.04% | 294 |
|
|
2021
Q4 | $509K | Buy |
5,820
+732
| +14% | +$64K | 0.05% | 282 |
|
|
2021
Q3 | $443K | Buy |
5,088
+428
| +9% | +$37.3K | 0.05% | 293 |
|
|
2021
Q2 | $363K | Buy |
4,660
+1,734
| +59% | +$135K | 0.04% | 340 |
|
|
2021
Q1 | $205K | Buy |
+2,926
| New | +$205K | 0.02% | 434 |
|
|
2019
Q2 | – | Sell |
-5,077
| Closed | -$393K | – | 459 |
|
|
2019
Q1 | $393K | Buy |
+5,077
| New | +$393K | 0.05% | 312 |
|
|
2018
Q4 | – | Sell |
-140,890
| Closed | -$2.91M | – | 905 |
|
|
2018
Q3 | $2.91M | Sell |
140,890
-12,161
| -8% | -$251K | 0.04% | 398 |
|
|
2018
Q2 | $3.41M | Buy |
+153,051
| New | +$3.41M | 0.04% | 396 |
|