Invictus Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $782K | Hold |
3,575
| – | – | 0.05% | 44 |
|
2025
Q1 | $500K | Hold |
3,575
| – | – | 0.04% | 54 |
|
2024
Q4 | $596K | Hold |
3,575
| – | – | 0.05% | 52 |
|
2024
Q3 | $609K | Buy |
3,575
+36
| +1% | +$6.13K | 0.05% | 47 |
|
2024
Q2 | $500K | Sell |
3,539
-61
| -2% | -$8.61K | 0.04% | 52 |
|
2024
Q1 | $452K | Sell |
3,600
-260
| -7% | -$32.7K | 0.04% | 56 |
|
2023
Q4 | $407K | Sell |
3,860
-37
| -0.9% | -$3.9K | 0.04% | 63 |
|
2023
Q3 | $413K | Sell |
3,897
-2
| -0.1% | -$212 | 0.05% | 59 |
|
2023
Q2 | $464K | Hold |
3,899
| – | – | 0.05% | 56 |
|
2023
Q1 | $362K | Sell |
3,899
-45
| -1% | -$4.18K | 0.04% | 61 |
|
2022
Q4 | $322K | Buy |
+3,944
| New | +$322K | 0.04% | 67 |
|