Frazier Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $172K | Sell |
785
-79
| -9% | -$17.3K | 0.12% | 69 |
|
2025
Q1 | $121K | Hold |
864
| – | – | 0.09% | 75 |
|
2024
Q4 | $144K | Sell |
864
-159
| -16% | -$26.5K | 0.11% | 68 |
|
2024
Q3 | $174K | Sell |
1,023
-37
| -3% | -$6.3K | 0.14% | 62 |
|
2024
Q2 | $150K | Buy |
1,060
+40
| +4% | +$5.65K | 0.12% | 74 |
|
2024
Q1 | $128K | Buy |
1,020
+50
| +5% | +$6.28K | 0.11% | 82 |
|
2023
Q4 | $102K | Buy |
+970
| New | +$102K | 0.09% | 85 |
|