HHM 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
Q2 | $899K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $110K | Hold |
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|
2023
Q3 | $110K | Hold |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $96.6K | Hold |
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|
2022
Q4 | $85K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $126K | Hold |
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|
2021
Q4 | $132K | Hold |
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|
2021
Q3 | $132K | Sell |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $179K | Hold |
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|
2020
Q4 | $165K | Buy |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $108K | Buy |
|