IHT Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
23,592
+3,873
| +20% | +$847K | 0.14% | 144 |
|
|
2025
Q1 | $2.76M | Buy |
19,719
+740
| +4% | +$104K | 0.09% | 220 |
|
|
2024
Q4 | $3.16M | Sell |
18,979
-2,631
| -12% | -$438K | 0.1% | 198 |
|
|
2024
Q3 | $3.67M | Buy |
21,610
+5,663
| +36% | +$962K | 0.1% | 200 |
|
|
2024
Q2 | $2.24M | Buy |
15,947
+3,267
| +26% | +$460K | 0.08% | 238 |
|
|
2024
Q1 | $1.59M | Buy |
12,680
+1,118
| +10% | +$140K | 0.06% | 311 |
|
|
2023
Q4 | $1.22M | Sell |
11,562
-801
| -6% | -$84.5K | 0.05% | 334 |
|
|
2023
Q3 | $1.31M | Buy |
12,363
+2,155
| +21% | +$228K | 0.07% | 285 |
|
|
2023
Q2 | $1.22M | Sell |
10,208
-2,904
| -22% | -$346K | 0.06% | 291 |
|
|
2023
Q1 | $1.22M | Sell |
13,112
-9,583
| -42% | -$890K | 0.07% | 267 |
|
|
2022
Q4 | $1.86M | Sell |
22,695
-1,497
| -6% | -$122K | 0.12% | 183 |
|
|
2022
Q3 | $1.48M | Buy |
24,192
+4,001
| +20% | +$244K | 0.11% | 204 |
|
|
2022
Q2 | $1.41M | Sell |
20,191
-328
| -2% | -$22.9K | 0.12% | 176 |
|
|
2022
Q1 | $1.7M | Buy |
20,519
+13,320
| +185% | +$1.1M | 0.13% | 171 |
|
|
2021
Q4 | $628K | Buy |
7,199
+7
| +0.1% | +$611 | 0.05% | 372 |
|
|
2021
Q3 | $627K | Sell |
7,192
-6,163
| -46% | -$537K | 0.05% | 356 |
|
|
2021
Q2 | $1.04M | Sell |
13,355
-1,082
| -7% | -$84.3K | 0.07% | 311 |
|
|
2021
Q1 | $1.01M | Buy |
14,437
+2,116
| +17% | +$148K | 0.07% | 265 |
|
|
2020
Q4 | $797K | Buy |
12,321
+3,128
| +34% | +$202K | 0.07% | 284 |
|
|
2020
Q3 | $549K | Buy |
9,193
+2,962
| +48% | +$177K | 0.06% | 326 |
|
|
2020
Q2 | $344K | Sell |
6,231
-2,763
| -31% | -$153K | 0.05% | 370 |
|
|
2020
Q1 | $435K | Buy |
8,994
+519
| +6% | +$25.1K | 0.06% | 311 |
|
|
2019
Q4 | $449K | Buy |
8,475
+382
| +5% | +$20.2K | 0.05% | 350 |
|
|
2019
Q3 | $445K | Buy |
8,093
+639
| +9% | +$35.1K | 0.06% | 337 |
|
|
2019
Q2 | $425K | Buy |
7,454
+49
| +0.7% | +$2.79K | 0.06% | 320 |
|
|
2019
Q1 | $398K | Buy |
7,405
+429
| +6% | +$23.1K | 0.07% | 306 |
|
|
2018
Q4 | $315K | Buy |
6,976
+1,854
| +36% | +$83.7K | 0.06% | 321 |
|
|
2018
Q3 | $264K | Sell |
5,122
-848
| -14% | -$43.7K | 0.06% | 349 |
|
|
2018
Q2 | $263K | Buy |
5,970
+582
| +11% | +$25.6K | 0.07% | 331 |
|
|
2018
Q1 | $242K | Buy |
5,388
+28
| +0.5% | +$1.26K | 0.07% | 317 |
|
|
2017
Q4 | $263K | Buy |
5,360
+3,164
| +144% | +$155K | 0.07% | 308 |
|
|
2017
Q3 | $106K | Sell |
2,196
-187
| -8% | -$9.03K | 0.05% | 345 |
|
|
2017
Q2 | $154 | Buy |
2,383
+947
| +66% | +$61 | 0.07% | 279 |
|
|
2017
Q1 | $64K | Sell |
1,436
-424
| -23% | -$18.9K | 0.04% | 372 |
|
|
2016
Q4 | $72K | Buy |
+1,860
| New | +$72K | 0.05% | 323 |
|