Destiny Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,740
| Closed | -$790K | – | 171 |
|
|
2024
Q4 | $790K | Buy |
+4,740
| New | +$790K | 0.13% | 92 |
|
|
2023
Q1 | – | Sell |
-733
| Closed | -$59.9K | – | 484 |
|
|
2022
Q4 | $59.9K | Buy |
733
+262
| +56% | +$21.4K | 0.01% | 270 |
|
|
2022
Q3 | $29K | Hold |
471
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $33K | Hold |
471
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $39K | Hold |
471
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $41K | Hold |
471
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $41K | Buy |
+471
| New | +$41K | 0.01% | 321 |
|
|
2021
Q2 | – | Sell |
-471
| Closed | -$33K | – | 400 |
|
|
2021
Q1 | $33K | Hold |
471
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $30K | Buy |
+471
| New | +$30K | 0.01% | 332 |
|