Independent Solutions Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
+1,654
| New | +$362K | 0.07% | 141 |
|
|
2025
Q1 | – | Sell |
-1,393
| Closed | -$232K | – | 183 |
|
|
2024
Q4 | $232K | Buy |
1,393
+119
| +9% | +$19.8K | 0.05% | 161 |
|
|
2024
Q3 | $217K | Buy |
+1,274
| New | +$217K | 0.05% | 155 |
|
|
2023
Q4 | – | Sell |
-3,436
| Closed | -$364K | – | 196 |
|
|
2023
Q3 | $364K | Buy |
3,436
+618
| +22% | +$65.5K | 0.09% | 146 |
|
|
2023
Q2 | $336K | Buy |
2,818
+13
| +0.5% | +$1.55K | 0.08% | 158 |
|
|
2023
Q1 | $261K | Buy |
+2,805
| New | +$261K | 0.08% | 178 |
|