LJI Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $841K | Buy |
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|
2024
Q3 | $849K | Buy |
|
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|
2024
Q2 | $686K | Buy |
|
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $345K | Buy |
|