Gen-Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
6,703
+174
| +3% | +$38K | 0.57% | 45 |
|
|
2025
Q1 | $913K | Buy |
6,529
+716
| +12% | +$100K | 0.38% | 67 |
|
|
2024
Q4 | $969K | Buy |
5,813
+813
| +16% | +$135K | 0.42% | 55 |
|
|
2024
Q3 | $873K | Buy |
5,000
+82
| +2% | +$14.3K | 0.38% | 57 |
|
|
2024
Q2 | $694K | Buy |
4,918
+434
| +10% | +$61.3K | 0.34% | 69 |
|
|
2024
Q1 | $563K | Buy |
+4,484
| New | +$563K | 0.28% | 83 |
|