GoalVest Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.89M | Hold |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $66.7K | Hold |
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|
2024
Q3 | $68.2K | Sell |
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|
2024
Q2 | $70.6K | Sell |
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|
2024
Q1 | $87.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $847 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.92K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $41K | Buy |
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