Golden State 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 | $564K | Sell |
2,580
-12
| -0.5% | -$2.62K | 0.07% | 209 |
|
|
2025
Q1 | $362K | Buy |
2,592
+191
| +8% | +$26.7K | 0.05% | 266 |
|
|
2024
Q4 | $400K | Buy |
+2,401
| New | +$400K | 0.06% | 225 |
|
|
2022
Q1 | – | Sell |
-5,520
| Closed | -$481K | – | 344 |
|
|
2021
Q4 | $481K | Buy |
+5,520
| New | +$481K | 0.08% | 219 |
|
|
2021
Q1 | – | Sell |
-5,517
| Closed | -$357K | – | 226 |
|
|
2020
Q4 | $357K | Buy |
5,517
+3,743
| +211% | +$242K | 0.1% | 155 |
|
|
2020
Q3 | $106K | Sell |
1,774
-1,845
| -51% | -$110K | 0.04% | 249 |
|
|
2020
Q2 | $200K | Buy |
3,619
+1,333
| +58% | +$73.7K | 0.06% | 182 |
|
|
2020
Q1 | $110K | Sell |
2,286
-28,960
| -93% | -$1.39M | 0.05% | 236 |
|
|
2019
Q4 | $1.66M | Buy |
31,246
+28,772
| +1,163% | +$1.52M | 0.32% | 22 |
|
|
2019
Q3 | $136K | Sell |
2,474
-2,128
| -46% | -$117K | 0.04% | 265 |
|
|
2019
Q2 | $262K | Sell |
4,602
-765
| -14% | -$43.6K | 0.08% | 186 |
|
|
2019
Q1 | $288K | Buy |
+5,367
| New | +$288K | 0.1% | 174 |
|