HB Wealth Management’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 | $52.5M | Sell |
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|
2025
Q2 | $41.1M | Sell |
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|
2025
Q1 | $28.7M | Buy |
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|
2024
Q4 | $30.9M | Buy |
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|
2024
Q3 | $30.8M | Buy |
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|
2024
Q2 | $24.9M | Buy |
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|
2024
Q1 | $18.6M | Buy |
|
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|
2023
Q4 | $14.9M | Buy |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $16.3M | Buy |
|
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $7.36M | Buy |
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|
2022
Q2 | $7.58M | Buy |
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|
2022
Q1 | $8.33M | Buy |
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|
2021
Q4 | $5.75M | Buy |
|