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