Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $866K | Buy |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $660K | Buy |
|
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|
2024
Q3 | $674K | Buy |
|
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|
2024
Q2 | $559K | Sell |
|
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|
2024
Q1 | $530K | Sell |
|
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|
2023
Q4 | $473K | Buy |
|
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|
2023
Q3 | $475K | Buy |
|
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|
2023
Q2 | $470K | Sell |
|
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|
2023
Q1 | $373K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $245K | Buy |
|
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $331K | Sell |
|
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $516K | Buy |
|
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|
2021
Q2 | $459K | Buy |
|
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|
2021
Q1 | $413K | Buy |
|
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|
2020
Q4 | $376K | Sell |
|
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|
2020
Q3 | $352K | Buy |
|
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $265K | Buy |
|
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|
2019
Q3 | $275K | Sell |
|
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|
2019
Q2 | $359K | Sell |
|
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $301K | Buy |
|
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|
2018
Q3 | $217K | Sell |
|
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|
2018
Q2 | $766K | Sell |
|
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|
2018
Q1 | $854K | Buy |
|
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|
2017
Q4 | $735K | Buy |
|
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|
2017
Q3 | $445K | Buy |
|
|||||
|
2017
Q2 | $316K | Buy |
|
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|
2017
Q1 | $216K | Buy |
|
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|
2016
Q4 | $177K | Buy |
|
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|
2016
Q3 | $145K | Buy |
|
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|
2016
Q2 | $151K | Sell |
|
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|
2016
Q1 | $153K | Buy |
|
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|
2015
Q4 | $135K | Buy |
|
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|
2015
Q3 | $133K | Buy |
|
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|
2015
Q2 | $138K | Buy |
|
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|
2015
Q1 | $109K | Buy |
|
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|
2014
Q4 | $114K | Buy |
|
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|
2014
Q3 | $97K | Sell |
|
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|
2014
Q2 | $107K | Buy |
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|
2014
Q1 | $108K | Buy |
|
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|
2013
Q4 | $101K | Sell |
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|
2013
Q3 | $156K | Buy |
|