ICA Group Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $178K | Sell |
1,258
-3,547
| -74% | -$501K | 0.11% | 106 |
|
|
2024
Q1 | $604K | Buy |
4,805
+903
| +23% | +$113K | 0.12% | 154 |
|
|
2023
Q4 | $411K | Buy |
3,902
+636
| +19% | +$67.1K | 0.09% | 170 |
|
|
2023
Q3 | $346K | Buy |
3,266
+241
| +8% | +$25.5K | 0.1% | 170 |
|
|
2023
Q2 | $360K | Sell |
3,025
-5,315
| -64% | -$633K | 0.09% | 164 |
|
|
2023
Q1 | $775K | Sell |
8,340
-1,444
| -15% | -$134K | 0.18% | 114 |
|
|
2022
Q4 | $800K | Sell |
9,784
-989
| -9% | -$80.8K | 0.19% | 120 |
|
|
2022
Q3 | $658K | Hold |
10,773
| – | – | 0.14% | 154 |
|
|
2022
Q2 | $847K | Buy |
10,773
+69
| +0.6% | +$5.43K | 0.16% | 134 |
|
|
2022
Q1 | $781K | Buy |
+10,704
| New | +$781K | 0.15% | 142 |
|