Journey Strategic 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 | $3.88M | Buy |
17,748
+5,679
| +47% | +$1.24M | 0.13% | 60 |
|
|
2025
Q1 | $1.69M | Sell |
12,069
-1,268
| -10% | -$177K | 0.06% | 89 |
|
|
2024
Q4 | $2.22M | Sell |
13,337
-129
| -1% | -$21.5K | 0.08% | 67 |
|
|
2024
Q3 | $2.29M | Buy |
13,466
+4,289
| +47% | +$731K | 0.08% | 62 |
|
|
2024
Q2 | $1.3M | Sell |
9,177
-36
| -0.4% | -$5.08K | 0.06% | 71 |
|
|
2024
Q1 | $1.16M | Buy |
9,213
+3,567
| +63% | +$448K | 0.05% | 70 |
|
|
2023
Q4 | $595K | Buy |
5,646
+870
| +18% | +$91.7K | 0.03% | 94 |
|
|
2023
Q3 | $506K | Sell |
4,776
-252
| -5% | -$26.7K | 0.02% | 80 |
|
|
2023
Q2 | $599K | Sell |
5,028
-1,445
| -22% | -$172K | 0.03% | 78 |
|
|
2023
Q1 | $602K | Buy |
6,473
+463
| +8% | +$43K | 0.06% | 87 |
|
|
2022
Q4 | $491K | Sell |
6,010
-89
| -1% | -$7.28K | 0.06% | 99 |
|
|
2022
Q3 | $373K | Buy |
+6,099
| New | +$373K | 0.05% | 87 |
|
|
2022
Q2 | – | Sell |
-5,770
| Closed | -$478K | – | 189 |
|
|
2022
Q1 | $478K | Sell |
5,770
-204
| -3% | -$16.9K | 0.05% | 55 |
|
|
2021
Q4 | $521K | Buy |
+5,974
| New | +$521K | 0.05% | 67 |
|