Cove 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 | $2.89M | Buy |
13,240
+65
| +0.5% | +$14.2K | 1.02% | 20 |
|
2025
Q1 | $1.84M | Buy |
13,175
+25
| +0.2% | +$3.5K | 0.97% | 27 |
|
2024
Q4 | $2.19M | Hold |
13,150
| – | – | 1.32% | 19 |
|
2024
Q3 | $2.24M | Hold |
13,150
| – | – | 1.74% | 14 |
|
2024
Q2 | $1.86M | Hold |
13,150
| – | – | 1.48% | 16 |
|
2024
Q1 | $1.65M | Hold |
13,150
| – | – | 1.41% | 20 |
|
2023
Q4 | $1.39M | Buy |
+13,150
| New | +$1.39M | 1.31% | 23 |
|