High Net Worth Advisory Group’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 | $464K | Sell |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $362K | Hold |
|
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|
2024
Q2 | $300K | Hold |
|
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|
2024
Q1 | $267K | Hold |
|
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $181K | Sell |
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|
2021
Q4 | $216K | Buy |
|