Henrickson Nauta 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 | $904K | Buy |
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2025
Q2 | $681K | Buy |
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2025
Q1 | $411K | Sell |
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2024
Q4 | $514K | Buy |
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2024
Q3 | $524K | Buy |
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2024
Q2 | $431K | Sell |
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2024
Q1 | $375K | Sell |
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2023
Q4 | $333K | Buy |
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2023
Q3 | $307K | Buy |
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2023
Q2 | $326K | Buy |
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2023
Q1 | $239K | Hold |
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2022
Q4 | $210K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $213K | Hold |
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2021
Q4 | $212K | Buy |
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