Investment Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $423K | Sell |
1,936
-7
| -0.4% | -$1.53K | 0.14% | 82 |
|
2025
Q1 | $272K | Sell |
1,943
-573
| -23% | -$80.1K | 0.1% | 97 |
|
2024
Q4 | $419K | Buy |
2,516
+162
| +7% | +$27K | 0.15% | 79 |
|
2024
Q3 | $401K | Buy |
2,354
+60
| +3% | +$10.2K | 0.14% | 87 |
|
2024
Q2 | $324K | Buy |
2,294
+65
| +3% | +$9.18K | 0.12% | 93 |
|
2024
Q1 | $280K | Buy |
2,229
+210
| +10% | +$26.4K | 0.1% | 104 |
|
2023
Q4 | $213K | Buy |
+2,019
| New | +$213K | 0.08% | 111 |
|