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 |
|
|||||
|
2023
Q1 | $1M | Sell |
|
|||||
|
2022
Q4 | $1.11M | Buy |
|
|||||
|
2022
Q3 | $828K | Buy |
|
|||||
|
2022
Q2 | $928K | Buy |
|
|||||
|
2022
Q1 | $1.05M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Sell |
|
|||||
|
2021
Q3 | $1.18M | Sell |
|
|||||
|
2021
Q2 | $1.15M | Buy |
|
|||||
|
2021
Q1 | $921K | Buy |
|
|||||
|
2020
Q4 | $720K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $201K | Buy |
|
|||||
|
2019
Q4 | $37K | Buy |
|
|||||
|
2019
Q3 | $29K | Hold |
|
|||||
|
2019
Q2 | $30K | Hold |
|
|||||
|
2019
Q1 | $28K | Hold |
|
|||||
|
2018
Q4 | $24K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $291K | Hold |
|
|||||
|
2018
Q1 | $302K | Sell |
|
|||||
|
2017
Q4 | $316K | Hold |
|
|||||
|
2017
Q3 | $323K | Hold |
|
|||||
|
2017
Q2 | $335K | Hold |
|
|||||
|
2017
Q1 | $298K | Hold |
|
|||||
|
2016
Q4 | $257K | Buy |
|