HighMark Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Buy |
+176
| New | +$38.5K | 0.02% | 175 |
|
|
2024
Q4 | – | Sell |
-174
| Closed | -$29.7K | – | 606 |
|
|
2024
Q3 | $29.7K | Hold |
174
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $24.6K | Buy |
174
+1
| +0.6% | +$141 | 0.01% | 184 |
|
|
2024
Q1 | $24.3K | Hold |
173
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $18.2K | Buy |
173
+1
| +0.6% | +$105 | 0.01% | 199 |
|
|
2023
Q3 | $18.2K | Hold |
172
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $20.4K | Buy |
172
+1
| +0.6% | +$119 | 0.02% | 183 |
|
|
2023
Q1 | $15.9K | Buy |
171
+1
| +0.6% | +$93 | 0.01% | 233 |
|
|
2022
Q4 | $13.9K | Buy |
170
+1
| +0.6% | +$82 | 0.01% | 211 |
|
|
2022
Q3 | $10K | Hold |
169
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $12K | Buy |
169
+1
| +0.6% | +$71 | 0.01% | 223 |
|
|
2022
Q1 | $14K | Buy |
168
+1
| +0.6% | +$83 | 0.01% | 217 |
|
|
2021
Q4 | $15K | Hold |
167
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $15K | Buy |
167
+1
| +0.6% | +$90 | 0.01% | 211 |
|
|
2021
Q2 | $13K | Hold |
166
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $12K | Buy |
166
+1
| +0.6% | +$72 | 0.01% | 211 |
|
|
2020
Q4 | $11K | Buy |
165
+1
| +0.6% | +$67 | 0.01% | 218 |
|
|
2020
Q3 | $10K | Hold |
164
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $9K | Buy |
164
+1
| +0.6% | +$55 | 0.01% | 222 |
|
|
2020
Q1 | $7K | Buy |
163
+1
| +0.6% | +$43 | 0.01% | 186 |
|
|
2019
Q4 | $8K | Buy |
+162
| New | +$8K | 0.01% | 243 |
|