IPG Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+1,248
| New | +$273K | 0.05% | 145 |
|
|
2024
Q4 | – | Sell |
-7,184
| Closed | -$1.22M | – | 196 |
|
|
2024
Q3 | $1.22M | Buy |
7,184
+5,373
| +297% | +$916K | 0.27% | 66 |
|
|
2024
Q2 | $256K | Buy |
+1,811
| New | +$256K | 0.06% | 137 |
|
|
2024
Q1 | – | Sell |
-8,400
| Closed | -$886K | – | 204 |
|
|
2023
Q4 | $886K | Buy |
+8,400
| New | +$886K | 0.18% | 79 |
|
|
2021
Q2 | – | Sell |
-7,750
| Closed | -$544K | – | 204 |
|
|
2021
Q1 | $544K | Buy |
+7,750
| New | +$544K | 0.11% | 117 |
|
|
2018
Q1 | – | Sell |
-5,217
| Closed | -$247K | – | 165 |
|
|
2017
Q4 | $247K | Buy |
+5,217
| New | +$247K | 0.1% | 113 |
|