Cypress Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $707K | Sell |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $980K | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $579K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $325K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $454K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $295K | Buy |
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|
2018
Q3 | $333K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $325K | Buy |
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