Intercontinental Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $900K | Sell |
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2023
Q1 | $1M | Sell |
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2022
Q4 | $1.11M | Buy |
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2022
Q3 | $828K | Buy |
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2022
Q2 | $928K | Buy |
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2022
Q1 | $1.05M | Buy |
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2021
Q4 | $1.09M | Sell |
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2021
Q3 | $1.18M | Sell |
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2021
Q2 | $1.15M | Buy |
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2021
Q1 | $921K | Buy |
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2020
Q4 | $720K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $201K | Buy |
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2019
Q4 | $37K | Buy |
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2019
Q3 | $29K | Hold |
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2019
Q2 | $30K | Hold |
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2019
Q1 | $28K | Hold |
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2018
Q4 | $24K | Buy |
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2018
Q3 | – | Sell |
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2018
Q2 | $291K | Hold |
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2018
Q1 | $302K | Sell |
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2017
Q4 | $316K | Hold |
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2017
Q3 | $323K | Hold |
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2017
Q2 | $335K | Hold |
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2017
Q1 | $298K | Hold |
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2016
Q4 | $257K | Buy |
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