Lyell 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
Q3 | $1.1M | Hold |
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|
2025
Q2 | $854K | Sell |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $654K | Hold |
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|
2024
Q3 | $669K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $200K | Buy |
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