Edge Wealth Management’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 | $222K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $82K | Buy |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $51K | Sell |
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|
2020
Q3 | $62K | Hold |
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|
2020
Q2 | $57K | Sell |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $111K | Hold |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $72K | Buy |
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|
2018
Q3 | $41K | Sell |
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|
2018
Q2 | $4.25M | Buy |
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|
2018
Q1 | $3.24M | Buy |
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|
2017
Q4 | $3.18M | Buy |
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|
2017
Q3 | $1.01M | Buy |
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|
2017
Q2 | $555K | Sell |
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|
2017
Q1 | $502K | Sell |
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|
2016
Q4 | $442K | Sell |
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|
2016
Q3 | $459K | Sell |
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|
2016
Q2 | $537K | Hold |
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|
2016
Q1 | $535K | Hold |
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|
2015
Q4 | $481K | Sell |
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|
2015
Q3 | $489K | Hold |
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|
2015
Q2 | $550K | Hold |
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|
2015
Q1 | $592K | Sell |
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|
2014
Q4 | $645K | Hold |
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|
2014
Q3 | $546K | Buy |
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|
2014
Q2 | $524K | Sell |
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|
2014
Q1 | $536K | Sell |
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|
2013
Q4 | $503K | Sell |
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|
2013
Q3 | $943K | Sell |
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|
2013
Q2 | $961K | Buy |
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