Dynasty 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 | $4.74M | Sell |
21,699
-12,045
| -36% | -$2.63M | 0.08% | 57 |
|
|
2025
Q1 | $4.72M | Sell |
33,744
-3,555
| -10% | -$497K | 0.08% | 60 |
|
|
2024
Q4 | $6.22M | Buy |
37,299
+2,195
| +6% | +$366K | 0.11% | 56 |
|
|
2024
Q3 | $5.98M | Buy |
35,104
+16,555
| +89% | +$2.82M | 0.18% | 41 |
|
|
2024
Q2 | $2.62M | Buy |
18,549
+3,897
| +27% | +$550K | 0.08% | 74 |
|
|
2024
Q1 | $1.84M | Buy |
+14,652
| New | +$1.84M | 0.06% | 74 |
|
|
2018
Q4 | – | Sell |
-6,063
| Closed | -$313K | – | 76 |
|
|
2018
Q3 | $313K | Buy |
+6,063
| New | +$313K | 0.4% | 68 |
|