FSB Premier 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 | $4.74M | Buy |
21,676
+1,907
| +10% | +$417K | 1.69% | 12 |
|
|
2025
Q1 | $2.76M | Sell |
19,769
-234
| -1% | -$32.7K | 1.08% | 24 |
|
|
2024
Q4 | $3.33M | Buy |
20,003
+2,118
| +12% | +$353K | 1.34% | 15 |
|
|
2024
Q3 | $3.05M | Buy |
17,885
+3,337
| +23% | +$569K | 1.25% | 15 |
|
|
2024
Q2 | $2.05M | Buy |
14,548
+4,297
| +42% | +$607K | 0.93% | 31 |
|
|
2024
Q1 | $1.29M | Buy |
10,251
+875
| +9% | +$110K | 0.6% | 37 |
|
|
2023
Q4 | $988K | Buy |
9,376
+1,539
| +20% | +$162K | 0.5% | 48 |
|
|
2023
Q3 | $830K | Buy |
7,837
+624
| +9% | +$66.1K | 0.46% | 48 |
|
|
2023
Q2 | $859K | Buy |
7,213
+567
| +9% | +$67.5K | 0.47% | 47 |
|
|
2023
Q1 | $618K | Buy |
6,646
+374
| +6% | +$34.8K | 0.34% | 64 |
|
|
2022
Q4 | $513K | Buy |
6,272
+610
| +11% | +$49.9K | 0.28% | 72 |
|
|
2022
Q3 | $345K | Buy |
5,662
+1,166
| +26% | +$71K | 0.2% | 97 |
|
|
2022
Q2 | $314K | Buy |
4,496
+62
| +1% | +$4.33K | 0.17% | 105 |
|
|
2022
Q1 | $337K | Buy |
4,434
+454
| +11% | +$34.5K | 0.17% | 105 |
|
|
2021
Q4 | $347K | Buy |
3,980
+687
| +21% | +$59.9K | 0.14% | 104 |
|
|
2021
Q3 | $286K | Buy |
+3,293
| New | +$286K | 0.14% | 94 |
|