Integrated Wealth Concepts’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
|
|||||
|
2025
Q1 | $8.75M | Sell |
|
|||||
|
2024
Q4 | $10.7M | Buy |
|
|||||
|
2024
Q3 | $10.1M | Buy |
|
|||||
|
2024
Q2 | $8.27M | Buy |
|
|||||
|
2024
Q1 | $7.24M | Buy |
|
|||||
|
2023
Q4 | $5.99M | Sell |
|
|||||
|
2023
Q3 | $6.24M | Sell |
|
|||||
|
2023
Q2 | $7.07M | Buy |
|
|||||
|
2023
Q1 | $4.75M | Sell |
|
|||||
|
2022
Q4 | $4.65M | Buy |
|
|||||
|
2022
Q3 | $3.35M | Buy |
|
|||||
|
2022
Q2 | $3.77M | Sell |
|
|||||
|
2022
Q1 | $4.64M | Buy |
|
|||||
|
2021
Q4 | $4.8M | Buy |
|
|||||
|
2021
Q3 | $4.34M | Buy |
|
|||||
|
2021
Q2 | $3.07M | Buy |
|
|||||
|
2021
Q1 | $2.69M | Sell |
|
|||||
|
2020
Q4 | $3.57M | Buy |
|
|||||
|
2020
Q3 | $2.85M | Buy |
|
|||||
|
2020
Q2 | $2.59M | Buy |
|
|||||
|
2020
Q1 | $2.17M | Buy |
|
|||||
|
2019
Q4 | $2.17M | Buy |
|
|||||
|
2019
Q3 | $1.27M | Buy |
|
|||||
|
2019
Q2 | $1.09M | Buy |
|
|||||
|
2019
Q1 | $753K | Buy |
|
|||||
|
2018
Q4 | $581K | Buy |
|
|||||
|
2018
Q3 | $555K | Buy |
|
|||||
|
2018
Q2 | $473K | Buy |
|
|||||
|
2018
Q1 | $441K | Buy |
|
|||||
|
2017
Q4 | $423K | Buy |
|