LVW Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
2,975
+537
| +22% | +$117K | 0.07% | 157 |
|
|
2025
Q1 | $341K | Sell |
2,438
-95
| -4% | -$13.3K | 0.04% | 222 |
|
|
2024
Q4 | $422K | Sell |
2,533
-488
| -16% | -$81.3K | 0.05% | 206 |
|
|
2024
Q3 | $515K | Buy |
3,021
+657
| +28% | +$112K | 0.07% | 182 |
|
|
2024
Q2 | $334K | Buy |
2,364
+409
| +21% | +$57.8K | 0.05% | 216 |
|
|
2024
Q1 | $246K | Buy |
+1,955
| New | +$246K | 0.04% | 254 |
|
|
2023
Q2 | – | Sell |
-2,216
| Closed | -$206K | – | 222 |
|
|
2023
Q1 | $206K | Buy |
+2,216
| New | +$206K | 0.04% | 220 |
|