Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $348K | Sell |
|
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $237K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $342K | Sell |
|
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $436K | Sell |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $228K | Sell |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $216K | Buy |
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