KWB 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 | $239K | Hold |
1,710
| – | – | 0.03% | 144 |
|
|
2025
Q1 | $285K | Hold |
1,710
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $291K | Hold |
1,710
| – | – | 0.04% | 124 |
|
|
2024
Q3 | $241K | Hold |
1,710
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $215K | Hold |
1,710
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $215K | Buy |
+1,710
| New | +$215K | 0.03% | 125 |
|
|
2023
Q4 | – | Sell |
-2,008
| Closed | -$239K | – | 135 |
|
|
2023
Q3 | $239K | Hold |
2,008
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $239K | Buy |
+2,008
| New | +$239K | 0.04% | 115 |
|