FirstPurpose Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $464K | Buy |
3,813
+12
| +0.3% | +$1.46K | 0.17% | 107 |
|
|
2023
Q4 | $401K | Sell |
3,801
-6
| -0.2% | -$633 | 0.15% | 118 |
|
|
2023
Q3 | $403K | Sell |
3,807
-38
| -1% | -$4.03K | 0.17% | 103 |
|
|
2023
Q2 | $458K | Sell |
3,845
-836
| -18% | -$99.6K | 0.2% | 90 |
|
|
2023
Q1 | $435K | Sell |
4,681
-1,325
| -22% | -$123K | 0.21% | 88 |
|
|
2022
Q4 | $491K | Buy |
6,006
+292
| +5% | +$23.9K | 0.27% | 70 |
|
|
2022
Q3 | $349K | Buy |
5,714
+694
| +14% | +$42.4K | 0.23% | 80 |
|
|
2022
Q2 | $351K | Buy |
5,020
+435
| +9% | +$30.4K | 0.24% | 78 |
|
|
2022
Q1 | $379K | Buy |
4,585
+262
| +6% | +$21.7K | 0.3% | 74 |
|
|
2021
Q4 | $377K | Buy |
+4,323
| New | +$377K | 0.24% | 78 |
|