Halpern Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $86.2K | Buy |
514
+14
| +3% | +$2.35K | 0.02% | 75 |
|
|
2024
Q2 | $70.6K | Sell |
500
-200
| -29% | -$28.2K | 0.02% | 81 |
|
|
2024
Q1 | $88.4K | Sell |
700
-493
| -41% | -$62.2K | 0.03% | 72 |
|
|
2023
Q4 | $122K | Buy |
1,193
+193
| +19% | +$19.8K | 0.04% | 65 |
|
|
2023
Q3 | $106K | Buy |
1,000
+500
| +100% | +$53K | 0.04% | 61 |
|
|
2023
Q2 | $59.5K | Hold |
500
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $46.5K | Hold |
500
| – | – | 0.02% | 81 |
|
|
2022
Q4 | $40.9K | Hold |
500
| – | – | 0.02% | 86 |
|
|
2022
Q3 | $30.5K | Hold |
500
| – | – | 0.01% | 94 |
|
|
2022
Q2 | $34.9K | Sell |
500
-379
| -43% | -$26.5K | 0.01% | 93 |
|
|
2022
Q1 | $72.7K | Buy |
+879
| New | +$72.7K | 0.03% | 85 |
|