Heritage Wealth Management (California)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
3,571
-12
| -0.3% | -$2.62K | 0.52% | 44 |
|
|
2025
Q1 | $501K | Buy |
3,583
+19
| +0.5% | +$2.66K | 0.38% | 47 |
|
|
2024
Q4 | $594K | Buy |
3,564
+3
| +0.1% | +$500 | 0.43% | 43 |
|
|
2024
Q3 | $607K | Sell |
3,561
-1
| -0% | -$170 | 0.43% | 42 |
|
|
2024
Q2 | $503K | Sell |
3,562
-52
| -1% | -$7.34K | 0.37% | 42 |
|
|
2024
Q1 | $454K | Sell |
3,614
-35
| -1% | -$4.4K | 0.34% | 42 |
|
|
2023
Q4 | $385K | Buy |
+3,649
| New | +$385K | 0.31% | 47 |
|