EverSource Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
14,758
-2,824
| -16% | -$617K | 0.15% | 127 |
|
|
2025
Q1 | $2.46M | Buy |
17,582
+2,855
| +19% | +$399K | 0.14% | 134 |
|
|
2024
Q4 | $2.45M | Buy |
14,727
+426
| +3% | +$71K | 0.14% | 127 |
|
|
2024
Q3 | $2.44M | Sell |
14,301
-669
| -4% | -$114K | 0.15% | 121 |
|
|
2024
Q2 | $2.09M | Buy |
14,970
+2,540
| +20% | +$354K | 0.14% | 130 |
|
|
2024
Q1 | $1.41M | Buy |
12,430
+506
| +4% | +$57.6K | 0.11% | 149 |
|
|
2023
Q4 | $1.26M | Buy |
11,924
+179
| +2% | +$18.9K | 0.12% | 149 |
|
|
2023
Q3 | $1.24M | Buy |
11,745
+973
| +9% | +$103K | 0.13% | 137 |
|
|
2023
Q2 | $1.28M | Buy |
10,772
+929
| +9% | +$111K | 0.14% | 135 |
|
|
2023
Q1 | $915K | Sell |
9,843
-70
| -0.7% | -$6.5K | 0.11% | 151 |
|
|
2022
Q4 | $810K | Sell |
9,913
-908
| -8% | -$74.2K | 0.12% | 137 |
|
|
2022
Q3 | $662K | Buy |
10,821
+9,168
| +555% | +$561K | 0.15% | 133 |
|
|
2022
Q2 | $115K | Buy |
1,653
+507
| +44% | +$35.3K | 0.03% | 342 |
|
|
2022
Q1 | $95K | Buy |
1,146
+98
| +9% | +$8.12K | 0.02% | 343 |
|
|
2021
Q4 | $92K | Buy |
+1,048
| New | +$92K | 0.03% | 317 |
|