HB 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 | $41.1M | Sell |
188,142
-17,195
| -8% | -$3.76M | 0.33% | 44 |
|
|
2025
Q1 | $28.7M | Buy |
205,337
+19,714
| +11% | +$2.76M | 0.24% | 59 |
|
|
2024
Q4 | $30.9M | Buy |
185,623
+4,581
| +3% | +$763K | 0.32% | 38 |
|
|
2024
Q3 | $30.8M | Buy |
181,042
+4,664
| +3% | +$795K | 0.33% | 37 |
|
|
2024
Q2 | $24.9M | Buy |
176,378
+28,082
| +19% | +$3.97M | 0.29% | 39 |
|
|
2024
Q1 | $18.6M | Buy |
148,296
+7,177
| +5% | +$902K | 0.23% | 48 |
|
|
2023
Q4 | $14.9M | Buy |
141,119
+797
| +0.6% | +$84K | 0.21% | 55 |
|
|
2023
Q3 | $14.9M | Buy |
140,322
+3,820
| +3% | +$405K | 0.24% | 50 |
|
|
2023
Q2 | $16.3M | Buy |
136,502
+3,195
| +2% | +$380K | 0.26% | 43 |
|
|
2023
Q1 | $12.4M | Buy |
133,307
+3,340
| +3% | +$310K | 0.21% | 53 |
|
|
2022
Q4 | $10.6M | Buy |
129,967
+9,517
| +8% | +$778K | 0.19% | 60 |
|
|
2022
Q3 | $7.36M | Buy |
120,450
+12,001
| +11% | +$733K | 0.16% | 71 |
|
|
2022
Q2 | $7.58M | Buy |
108,449
+7,793
| +8% | +$544K | 0.16% | 69 |
|
|
2022
Q1 | $8.33M | Buy |
100,656
+34,770
| +53% | +$2.88M | 0.15% | 65 |
|
|
2021
Q4 | $5.75M | Buy |
+65,886
| New | +$5.75M | 0.12% | 72 |
|