Envestnet Portfolio Solutions’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
123,845
+11,019
| +10% | +$2.41M | 0.1% | 108 |
|
|
2025
Q1 | $15.8M | Sell |
112,826
-27,207
| -19% | -$3.8M | 0.06% | 154 |
|
|
2024
Q4 | $23.3M | Sell |
140,033
-2,643
| -2% | -$440K | 0.08% | 123 |
|
|
2024
Q3 | $24.3M | Buy |
142,676
+3,105
| +2% | +$529K | 0.08% | 120 |
|
|
2024
Q2 | $19.7M | Buy |
139,571
+13,412
| +11% | +$1.89M | 0.07% | 135 |
|
|
2024
Q1 | $15.8M | Buy |
126,159
+29,963
| +31% | +$3.76M | 0.06% | 167 |
|
|
2023
Q4 | $10.1M | Buy |
96,196
+19,352
| +25% | +$2.04M | 0.04% | 204 |
|
|
2023
Q3 | $8.14M | Buy |
+76,844
| New | +$8.14M | 0.04% | 215 |
|