ForthRight 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
Q2 | $502K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $392K | Hold |
|
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $134K | Buy |
|