Heritage Wealth Management (Arizona)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $139K | Buy |
1,700
+906
| +114% | +$74K | 0.02% | 374 |
|
|
2022
Q3 | $49K | Buy |
794
+90
| +13% | +$5.55K | 0.02% | 402 |
|
|
2022
Q2 | $49.2K | Sell |
704
-94
| -12% | -$6.57K | 0.02% | 419 |
|
|
2022
Q1 | $66K | Buy |
+798
| New | +$66K | 0.02% | 429 |
|
|
2021
Q3 | $16K | Buy |
180
+54
| +43% | +$4.8K | 0.01% | 590 |
|
|
2021
Q2 | $10K | Sell |
126
-65
| -34% | -$5.16K | ﹤0.01% | 663 |
|
|
2021
Q1 | $13K | Buy |
+191
| New | +$13K | 0.01% | 549 |
|