Inlet Private 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	$5.59M	Sell	25,571 -500	-2%	-$109K	1.37%	25
2025 Q1	$3.64M	Sell	26,071 -100	-0.4%	-$14K	0.95%	38
2024 Q4	$4.36M	Hold	26,171	–	–	1.15%	32
2024 Q3	$4.46M	Sell	26,171 -100	-0.4%	-$17K	1.13%	32
2024 Q2	$3.71M	Buy	26,271 +316	+1%	+$44.6K	1.02%	36
2024 Q1	$3.26M	Hold	25,955	–	–	0.91%	37
2023 Q4	$2.74M	Hold	25,955	–	–	0.84%	40
2023 Q3	$2.75M	Sell	25,955 -1,160	-4%	-$123K	0.9%	38
2023 Q2	$3.23M	Hold	27,115	–	–	0.81%	38
2023 Q1	$2.52M	Hold	27,115	–	–	0.66%	53
2022 Q4	$2.22M	Sell	27,115 -750	-3%	-$61.3K	0.57%	56
2022 Q3	$1.7M	Sell	27,865 -93	-0.3%	-$5.68K	0.51%	59
2022 Q2	$1.95M	Sell	27,958 -294	-1%	-$20.5K	0.56%	56
2022 Q1	$2.34M	Buy	28,252 +500	+2%	+$41.4K	0.58%	55
2021 Q4	$2.42M	Hold	27,752	–	–	0.59%	56
2021 Q3	$2.42M	Hold	27,752	–	–	0.65%	54
2021 Q2	$2.16M	Hold	27,752	–	–	0.57%	59
2021 Q1	$1.95M	Sell	27,752 -100	-0.4%	-$7.02K	0.56%	60
2020 Q4	$1.8M	Hold	27,852	–	–	0.59%	60
2020 Q3	$1.66M	Hold	27,852	–	–	0.65%	55
2020 Q2	$1.54M	Buy	27,852 +200	+0.7%	+$11.1K	0.61%	53
2020 Q1	$1.34M	Buy	27,652 +100	+0.4%	+$4.83K	0.62%	54
2019 Q4	$1.46M	Hold	27,552	–	–	0.48%	62
2019 Q3	$1.52M	Sell	27,552 -3,200	-10%	-$176K	0.56%	58
2019 Q2	$1.84M	Buy	30,752 +3,504	+13%	+$210K	0.66%	49
2019 Q1	$1.46M	Buy	27,248 +17,232	+172%	+$925K	0.59%	55
2018 Q4	$452K	Buy	+10,016	New	+$452K	0.24%	81