Impact Partnership Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $679K | Buy |
3,105
+148
| +5% | +$32.4K | 0.13% | 93 |
|
2025
Q1 | $413K | Sell |
2,957
-277
| -9% | -$38.7K | 0.09% | 138 |
|
2024
Q4 | $539K | Buy |
3,234
+123
| +4% | +$20.5K | 0.11% | 116 |
|
2024
Q3 | $530K | Buy |
3,111
+120
| +4% | +$20.4K | 0.12% | 105 |
|
2024
Q2 | $422K | Buy |
2,991
+946
| +46% | +$134K | 0.11% | 125 |
|
2024
Q1 | $257K | Sell |
2,045
-29
| -1% | -$3.64K | 0.1% | 139 |
|
2023
Q4 | $219K | Sell |
2,074
-1,451
| -41% | -$153K | 0.08% | 167 |
|
2023
Q3 | $373K | Buy |
3,525
+2,144
| +155% | +$227K | 0.12% | 94 |
|
2023
Q2 | $164K | Buy |
+1,381
| New | +$164K | 0.06% | 156 |
|