Liberty 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
Q2 | $5.28M | Buy |
24,155
+219
| +0.9% | +$47.9K | 0.83% | 32 |
|
|
2025
Q1 | $3.35M | Sell |
23,936
-72
| -0.3% | -$10.1K | 0.64% | 41 |
|
|
2024
Q4 | $4M | Sell |
24,008
-170
| -0.7% | -$28.3K | 0.67% | 38 |
|
|
2024
Q3 | $4.14M | Sell |
24,178
-6,006
| -20% | -$1.03M | 0.7% | 37 |
|
|
2024
Q2 | $3.39M | Buy |
30,184
+7,218
| +31% | +$811K | 0.62% | 41 |
|
|
2024
Q1 | $2.89M | Buy |
22,966
+59
| +0.3% | +$7.41K | 0.56% | 41 |
|
|
2023
Q4 | $2.42M | Buy |
22,907
+231
| +1% | +$24.4K | 0.52% | 43 |
|
|
2023
Q3 | $2.4M | Sell |
22,676
-1,077
| -5% | -$114K | 0.6% | 37 |
|
|
2023
Q2 | $2.83M | Sell |
23,753
-12,372
| -34% | -$1.47M | 0.7% | 33 |
|
|
2023
Q1 | $3.3M | Buy |
+36,125
| New | +$3.3M | 0.68% | 38 |
|
|
2022
Q3 | $1.41M | Buy |
23,076
+399
| +2% | +$24.4K | 0.38% | 43 |
|
|
2022
Q2 | $1.58M | Buy |
22,677
+76
| +0.3% | +$5.31K | 0.64% | 38 |
|
|
2022
Q1 | $1.87M | Buy |
22,601
+52
| +0.2% | +$4.3K | 0.67% | 35 |
|
|
2021
Q4 | $1.97K | Buy |
22,549
+6
| +0% | +$1 | 0.09% | 53 |
|
|
2021
Q3 | $1.96M | Buy |
22,543
+121
| +0.5% | +$10.5K | 0.7% | 32 |
|
|
2021
Q2 | $1.75M | Buy |
22,422
+12,336
| +122% | +$960K | 0.68% | 27 |
|
|
2021
Q1 | $620K | Hold |
10,086
| – | – | 0.3% | 51 |
|
|
2020
Q4 | $620K | Sell |
10,086
-186
| -2% | -$11.4K | 0.3% | 51 |
|
|
2020
Q3 | $613K | Buy |
10,272
+113
| +1% | +$6.74K | 0.36% | 44 |
|
|
2020
Q2 | $562K | Buy |
10,159
+13
| +0.1% | +$719 | 0.4% | 43 |
|
|
2020
Q1 | $490K | Sell |
10,146
-2,977
| -23% | -$144K | 0.43% | 44 |
|
|
2019
Q4 | $695K | Buy |
13,123
+6,264
| +91% | +$332K | 0.55% | 32 |
|
|
2019
Q3 | $377K | Sell |
6,859
-4,480
| -40% | -$246K | 0.36% | 53 |
|
|
2019
Q2 | $646K | Buy |
11,339
+4,553
| +67% | +$259K | 0.57% | 37 |
|
|
2019
Q1 | $364K | Buy |
6,786
+51
| +0.8% | +$2.74K | 0.27% | 53 |
|
|
2018
Q4 | $304K | Buy |
+6,735
| New | +$304K | 0.23% | 64 |
|