IAM Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
+1,320
| New | +$289K | 0.07% | 81 |
|
|
2025
Q1 | – | Sell |
-1,569
| Closed | -$261K | – | 104 |
|
|
2024
Q4 | $261K | Sell |
1,569
-25
| -2% | -$4.17K | 0.07% | 89 |
|
|
2024
Q3 | $272K | Buy |
1,594
+5
| +0.3% | +$852 | 0.07% | 88 |
|
|
2024
Q2 | $224K | Sell |
1,589
-22
| -1% | -$3.11K | 0.06% | 94 |
|
|
2024
Q1 | $202K | Buy |
+1,611
| New | +$202K | 0.06% | 99 |
|