IAG Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
1,701
-1,377
| -45% | -$301K | 0.05% | 88 |
|
|
2025
Q1 | $430K | Buy |
3,078
+57
| +2% | +$7.97K | 0.07% | 78 |
|
|
2024
Q4 | $503K | Buy |
3,021
+267
| +10% | +$44.5K | 0.09% | 69 |
|
|
2024
Q3 | $469K | Sell |
2,754
-42
| -2% | -$7.16K | 0.09% | 71 |
|
|
2024
Q2 | $395K | Buy |
2,796
+42
| +2% | +$5.93K | 0.08% | 72 |
|
|
2024
Q1 | $346K | Hold |
2,754
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $290K | Hold |
2,754
| – | – | 0.07% | 72 |
|
|
2023
Q3 | $292K | Hold |
2,754
| – | – | 0.08% | 68 |
|
|
2023
Q2 | $328K | Hold |
2,754
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $256K | Hold |
2,754
| – | – | 0.07% | 64 |
|
|
2022
Q4 | $225K | Hold |
2,754
| – | – | 0.07% | 64 |
|
|
2022
Q3 | $168K | Hold |
2,754
| – | – | 0.06% | 67 |
|
|
2022
Q2 | $192K | Hold |
2,754
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $228K | Buy |
+2,754
| New | +$228K | 0.07% | 62 |
|
|
2021
Q4 | – | Sell |
-2,754
| Closed | -$240K | – | 420 |
|
|
2021
Q3 | $240K | Hold |
2,754
| – | – | 0.09% | 48 |
|
|
2021
Q2 | $215K | Hold |
2,754
| – | – | 0.08% | 49 |
|
|
2021
Q1 | $194K | Hold |
2,754
| – | – | 0.07% | 52 |
|
|
2020
Q4 | $179K | Hold |
2,754
| – | – | 0.07% | 57 |
|
|
2020
Q3 | $165K | Hold |
2,754
| – | – | 0.08% | 59 |
|
|
2020
Q2 | $153K | Sell |
2,754
-146
| -5% | -$8.11K | 0.07% | 57 |
|
|
2020
Q1 | $141K | Buy |
2,900
+146
| +5% | +$7.1K | 0.09% | 55 |
|
|
2019
Q4 | $146K | Buy |
+2,754
| New | +$146K | 0.1% | 55 |
|