Icon Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610K | Sell |
5,761
-8,406
| -59% | -$890K | 0.07% | 156 |
|
|
2023
Q2 | $1.69M | Sell |
14,167
-25
| -0.2% | -$2.98K | 0.18% | 99 |
|
|
2023
Q1 | $1.32M | Buy |
+14,192
| New | +$1.32M | 0.14% | 117 |
|
|
2022
Q2 | $987K | Sell |
14,131
-1,379
| -9% | -$96.3K | 0.12% | 134 |
|
|
2022
Q1 | $1.28M | Buy |
15,510
+7,786
| +101% | +$644K | 0.13% | 129 |
|
|
2021
Q4 | $674K | Sell |
7,724
-8,057
| -51% | -$703K | 0.07% | 185 |
|
|
2021
Q3 | $1.38M | Sell |
15,781
-264
| -2% | -$23K | 0.15% | 137 |
|
|
2021
Q2 | $1.25M | Buy |
16,045
+139
| +0.9% | +$10.8K | 0.13% | 141 |
|
|
2021
Q1 | $1.12M | Buy |
15,906
+8,129
| +105% | +$570K | 0.14% | 133 |
|
|
2020
Q4 | $503K | Sell |
7,777
-276
| -3% | -$17.9K | 0.08% | 175 |
|
|
2020
Q3 | $481K | Sell |
8,053
-232
| -3% | -$13.9K | 0.09% | 147 |
|
|
2020
Q2 | $458K | Buy |
8,285
+19
| +0.2% | +$1.05K | 0.11% | 135 |
|
|
2020
Q1 | $399K | Sell |
8,266
-799
| -9% | -$38.6K | 0.16% | 69 |
|
|
2019
Q4 | $480K | Sell |
9,065
-1,279
| -12% | -$67.7K | 0.15% | 74 |
|
|
2019
Q3 | $569K | Buy |
10,344
+751
| +8% | +$41.3K | 0.19% | 63 |
|
|
2019
Q2 | $547K | Buy |
9,593
+1,021
| +12% | +$58.2K | 0.19% | 62 |
|
|
2019
Q1 | $460K | Sell |
8,572
-204
| -2% | -$10.9K | 0.17% | 71 |
|
|
2018
Q4 | $396K | Sell |
8,776
-1,398
| -14% | -$63.1K | 0.19% | 78 |
|
|
2018
Q3 | $525K | Buy |
10,174
+147
| +1% | +$7.59K | 0.22% | 73 |
|
|
2018
Q2 | $442K | Sell |
10,027
-1,345
| -12% | -$59.3K | 0.19% | 86 |
|
|
2018
Q1 | $520K | Sell |
11,372
-2,457
| -18% | -$112K | 0.28% | 80 |
|
|
2017
Q4 | $654K | Buy |
+13,829
| New | +$654K | 0.32% | 68 |
|