Icon Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q2 | $987K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $674K | Sell |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $458K | Buy |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $480K | Sell |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $525K | Buy |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $520K | Sell |
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|
2017
Q4 | $654K | Buy |
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