Laidlaw Wealth Management’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 |
-2,716
| Closed | -$453K | – | 122 |
|
|
2024
Q4 | $453K | Sell |
2,716
-822
| -23% | -$137K | 0.2% | 116 |
|
|
2024
Q3 | $603K | Sell |
3,538
-32
| -0.9% | -$5.45K | 0.3% | 96 |
|
|
2024
Q2 | $504K | Sell |
3,570
-523
| -13% | -$73.8K | 0.28% | 101 |
|
|
2024
Q1 | $514K | Sell |
4,093
-1,346
| -25% | -$169K | 0.29% | 104 |
|
|
2023
Q4 | $573K | Sell |
5,439
-2,303
| -30% | -$243K | 0.21% | 114 |
|
|
2023
Q3 | $820K | Buy |
7,742
+4,083
| +112% | +$432K | 0.27% | 94 |
|
|
2023
Q2 | $436K | Buy |
3,659
+330
| +10% | +$39.3K | 0.09% | 215 |
|
|
2023
Q1 | $309K | Buy |
3,329
+9
| +0.3% | +$836 | 0.06% | 260 |
|
|
2022
Q4 | $271K | Buy |
+3,320
| New | +$271K | 0.06% | 283 |
|
|
2022
Q2 | – | Sell |
-2,853
| Closed | -$236K | – | 398 |
|
|
2022
Q1 | $236K | Sell |
2,853
-7
| -0.2% | -$579 | 0.04% | 342 |
|
|
2021
Q4 | $249K | Sell |
2,860
-622
| -18% | -$54.2K | 0.04% | 340 |
|
|
2021
Q3 | $303K | Sell |
3,482
-287
| -8% | -$25K | 0.08% | 190 |
|
|
2021
Q2 | $293K | Buy |
3,769
+395
| +12% | +$30.7K | 0.08% | 198 |
|
|
2021
Q1 | $237K | Sell |
3,374
-373
| -10% | -$26.2K | 0.08% | 188 |
|
|
2020
Q4 | $242K | Buy |
+3,747
| New | +$242K | 0.05% | 309 |
|