Elk River 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 | $236K | Buy |
+1,078
| New | +$236K | 0.04% | 92 |
|
|
2024
Q1 | – | Sell |
-4,426
| Closed | -$467K | – | 109 |
|
|
2023
Q4 | $467K | Hold |
4,426
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $469K | Hold |
4,426
| – | – | 0.1% | 77 |
|
|
2023
Q2 | $527K | Hold |
4,426
| – | – | 0.11% | 71 |
|
|
2023
Q1 | $411K | Hold |
4,426
| – | – | 0.09% | 82 |
|
|
2022
Q4 | $362K | Hold |
4,426
| – | – | 0.09% | 88 |
|
|
2022
Q3 | $270K | Hold |
4,426
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $309K | Hold |
4,426
| – | – | 0.08% | 89 |
|
|
2022
Q1 | $366K | Hold |
4,426
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $386K | Hold |
4,426
| – | – | 0.09% | 96 |
|
|
2021
Q3 | $386K | Hold |
4,426
| – | – | 0.1% | 92 |
|
|
2021
Q2 | $345K | Hold |
4,426
| – | – | 0.09% | 92 |
|
|
2021
Q1 | $311K | Buy |
4,426
+108
| +3% | +$7.59K | 0.09% | 97 |
|
|
2020
Q4 | $279K | Buy |
+4,318
| New | +$279K | 0.09% | 102 |
|