Heartwood Wealth Advisors’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 | $1.25M | Buy |
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|
2025
Q2 | $958K | Sell |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $749K | Hold |
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|
2024
Q2 | $620K | Hold |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $359K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $228K | Buy |
|