Evergreen Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.9K | Buy |
370
+69
| +23% | +$15.1K | 0.03% | 101 |
|
|
2025
Q1 | $42.1K | Hold |
301
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $50.2K | Hold |
301
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $51.3K | Hold |
301
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $42.5K | Sell |
301
-108
| -26% | -$15.3K | 0.02% | 124 |
|
|
2024
Q1 | $51.4K | Hold |
409
| – | – | 0.03% | 119 |
|
|
2023
Q4 | $43.1K | Buy |
+409
| New | +$43.1K | 0.02% | 116 |
|