Jentner Corp’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
2,377
+9
| +0.4% | +$1.97K | 0.14% | 36 |
|
|
2025
Q1 | $331K | Buy |
2,368
+5
| +0.2% | +$699 | 0.1% | 43 |
|
|
2024
Q4 | $394K | Buy |
2,363
+5
| +0.2% | +$833 | 0.11% | 41 |
|
|
2024
Q3 | $402K | Buy |
2,358
+70
| +3% | +$11.9K | 0.12% | 38 |
|
|
2024
Q2 | $323K | Buy |
2,288
+8
| +0.4% | +$1.13K | 0.11% | 38 |
|
|
2024
Q1 | $286K | Buy |
2,280
+8
| +0.4% | +$1.01K | 0.1% | 43 |
|
|
2023
Q4 | $240K | Buy |
2,272
+9
| +0.4% | +$949 | 0.09% | 45 |
|
|
2023
Q3 | $240K | Buy |
2,263
+7
| +0.3% | +$742 | 0.15% | 42 |
|
|
2023
Q2 | $269K | Buy |
2,256
+10
| +0.4% | +$1.19K | 0.17% | 42 |
|
|
2023
Q1 | $209K | Buy |
+2,246
| New | +$209K | 0.14% | 44 |
|