Executive Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $512K | Buy |
3,074
+212
| +7% | +$35.3K | 0.04% | 161 |
|
|
2024
Q3 | $488K | Buy |
2,862
+124
| +5% | +$21.1K | 0.04% | 174 |
|
|
2024
Q2 | $387K | Sell |
2,738
-33
| -1% | -$4.66K | 0.07% | 88 |
|
|
2024
Q1 | $348K | Sell |
2,771
-15
| -0.5% | -$1.88K | 0.03% | 181 |
|
|
2023
Q4 | $294K | Buy |
2,786
+221
| +9% | +$23.3K | 0.03% | 176 |
|
|
2023
Q3 | $272K | Buy |
2,565
+577
| +29% | +$61.1K | 0.03% | 166 |
|
|
2023
Q2 | $237K | Buy |
+1,988
| New | +$237K | 0.02% | 182 |
|
|
2022
Q3 | – | Sell |
-2,967
| Closed | -$207K | – | 184 |
|
|
2022
Q2 | $207K | Sell |
2,967
-1,172
| -28% | -$81.8K | 0.03% | 173 |
|
|
2022
Q1 | $342K | Sell |
4,139
-803
| -16% | -$66.4K | 0.04% | 156 |
|
|
2021
Q4 | $431K | Sell |
4,942
-62
| -1% | -$5.41K | 0.04% | 146 |
|
|
2021
Q3 | $436K | Sell |
5,004
-460
| -8% | -$40.1K | 0.05% | 137 |
|
|
2021
Q2 | $425K | Buy |
5,464
+365
| +7% | +$28.4K | 0.05% | 143 |
|
|
2021
Q1 | $357K | Buy |
5,099
+114
| +2% | +$7.98K | 0.04% | 143 |
|
|
2020
Q4 | $322K | Buy |
4,985
+15
| +0.3% | +$969 | 0.04% | 138 |
|
|
2020
Q3 | $296K | Buy |
4,970
+916
| +23% | +$54.6K | 0.04% | 127 |
|
|
2020
Q2 | $224K | Sell |
4,054
-135
| -3% | -$7.46K | 0.03% | 126 |
|
|
2020
Q1 | $202K | Sell |
4,189
-23
| -0.5% | -$1.11K | 0.04% | 119 |
|
|
2019
Q4 | $223K | Sell |
4,212
-199
| -5% | -$10.5K | 0.03% | 138 |
|
|
2019
Q3 | $242K | Buy |
4,411
+416
| +10% | +$22.8K | 0.04% | 122 |
|
|
2019
Q2 | $228K | Sell |
3,995
-23
| -0.6% | -$1.31K | 0.03% | 147 |
|
|
2019
Q1 | $216K | Sell |
4,018
-776
| -16% | -$41.7K | 0.04% | 140 |
|
|
2018
Q4 | $216K | Buy |
+4,794
| New | +$216K | 0.04% | 142 |
|