Landmark Wealth Management (New York)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
6,714
-10
| -0.1% | -$2.19K | 0.63% | 38 |
|
|
2025
Q1 | $940K | Sell |
6,724
-64
| -0.9% | -$8.95K | 0.41% | 44 |
|
|
2024
Q4 | $1.13M | Sell |
6,788
-78
| -1% | -$13K | 0.5% | 41 |
|
|
2024
Q3 | $1.17M | Hold |
6,866
| – | – | 0.51% | 41 |
|
|
2024
Q2 | $969K | Hold |
6,866
| – | – | 0.76% | 29 |
|
|
2024
Q1 | $862K | Sell |
6,866
-109
| -2% | -$13.7K | 0.4% | 46 |
|
|
2023
Q4 | $735K | Hold |
6,975
| – | – | 0.36% | 44 |
|
|
2023
Q3 | $739K | Sell |
6,975
-6
| -0.1% | -$636 | 0.42% | 46 |
|
|
2023
Q2 | $831K | Buy |
6,981
+1
| +0% | +$119 | 0.74% | 25 |
|
|
2023
Q1 | $649K | Sell |
6,980
-14
| -0.2% | -$1.3K | 0.36% | 46 |
|
|
2022
Q4 | $572K | Buy |
6,994
+1
| +0% | +$82 | 0.41% | 43 |
|
|
2022
Q3 | $427K | Sell |
6,993
-14
| -0.2% | -$855 | 0.32% | 45 |
|
|
2022
Q2 | $490K | Sell |
7,007
-7,071
| -50% | -$494K | 0.63% | 24 |
|
|
2022
Q1 | $589K | Buy |
+14,078
| New | +$589K | 0.31% | 44 |
|