Forza Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Buy |
4,472
+298
| +7% | +$65.2K | 0.4% | 62 |
|
|
2025
Q1 | $584K | Buy |
4,174
+25
| +0.6% | +$3.5K | 0.26% | 96 |
|
|
2024
Q4 | $691K | Buy |
4,149
+53
| +1% | +$8.83K | 0.32% | 80 |
|
|
2024
Q3 | $698K | Buy |
4,096
+809
| +25% | +$138K | 0.32% | 81 |
|
|
2024
Q2 | $464K | Hold |
3,287
| – | – | 0.24% | 113 |
|
|
2024
Q1 | $413K | Hold |
3,287
| – | – | 0.21% | 126 |
|
|
2023
Q4 | $347K | Hold |
3,287
| – | – | 0.19% | 130 |
|
|
2023
Q3 | $348K | Hold |
3,287
| – | – | 0.18% | 137 |
|
|
2023
Q2 | $391K | Hold |
3,287
| – | – | 0.2% | 134 |
|
|
2023
Q1 | $305K | Hold |
3,287
| – | – | 0.16% | 147 |
|
|
2022
Q4 | $269K | Buy |
+3,287
| New | +$269K | 0.18% | 122 |
|