Invenio Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
3,816
-484
| -11% | -$106K | 0.33% | 39 |
|
|
2025
Q1 | $601K | Sell |
4,300
-350
| -8% | -$48.9K | 0.25% | 46 |
|
|
2024
Q4 | $775K | Buy |
4,650
+115
| +3% | +$19.2K | 0.32% | 44 |
|
|
2024
Q3 | $773K | Buy |
4,535
+110
| +2% | +$18.7K | 0.33% | 39 |
|
|
2024
Q2 | $625K | Buy |
4,425
+484
| +12% | +$68.3K | 0.31% | 44 |
|
|
2024
Q1 | $495K | Buy |
3,941
+984
| +33% | +$124K | 0.27% | 48 |
|
|
2023
Q4 | $312K | Buy |
2,957
+363
| +14% | +$38.3K | 0.23% | 65 |
|
|
2023
Q3 | $275K | Buy |
2,594
+443
| +21% | +$46.9K | 0.25% | 68 |
|
|
2023
Q2 | $256K | Buy |
+2,151
| New | +$256K | 0.29% | 65 |
|