Halpern Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.2K | Buy |
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|
2024
Q2 | $70.6K | Sell |
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|
2024
Q1 | $88.4K | Sell |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | $106K | Buy |
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|
2023
Q2 | $59.5K | Hold |
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|
2023
Q1 | $46.5K | Hold |
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|
2022
Q4 | $40.9K | Hold |
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|
2022
Q3 | $30.5K | Hold |
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|
2022
Q2 | $34.9K | Sell |
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|
2022
Q1 | $72.7K | Buy |
|