IronBridge 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
Q1 | – | Sell |
-1,323
| Closed | -$221K | – | 57 |
|
|
2024
Q4 | $221K | Buy |
1,323
+14
| +1% | +$2.33K | 0.08% | 48 |
|
|
2024
Q3 | $223K | Buy |
+1,309
| New | +$223K | 0.08% | 44 |
|
|
2022
Q1 | – | Sell |
-101
| Closed | -$9K | – | 218 |
|
|
2021
Q4 | $9K | Buy |
101
+1
| +1% | +$89 | ﹤0.01% | 186 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 157 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 170 |
|