Elk River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $210K | Hold |
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|
2025
Q3 | $303K | Hold |
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|
2025
Q2 | $236K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $467K | Hold |
|
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|
2023
Q3 | $469K | Hold |
|
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $362K | Hold |
|
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|
2022
Q3 | $270K | Hold |
|
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|
2022
Q2 | $309K | Hold |
|
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $386K | Hold |
|
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $279K | Buy |
|