Lyell 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 | $854K | Sell |
3,906
-21
| -0.5% | -$4.59K | 0.07% | 128 |
|
|
2025
Q1 | $549K | Hold |
3,927
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $654K | Hold |
3,927
| – | – | 0.06% | 133 |
|
|
2024
Q3 | $669K | Hold |
3,927
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $554K | Hold |
3,927
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $493K | Sell |
3,927
-470
| -11% | -$59K | 0.05% | 140 |
|
|
2023
Q4 | $464K | Buy |
4,397
+1,820
| +71% | +$192K | 0.05% | 141 |
|
|
2023
Q3 | $273K | Buy |
2,577
+1
| +0% | +$106 | 0.04% | 153 |
|
|
2023
Q2 | $307K | Sell |
2,576
-5
| -0.2% | -$596 | 0.04% | 158 |
|
|
2023
Q1 | $240K | Buy |
+2,581
| New | +$240K | 0.03% | 181 |
|
|
2021
Q4 | – | Sell |
-2,565
| Closed | -$223K | – | 192 |
|
|
2021
Q3 | $223K | Hold |
2,565
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $200K | Buy |
+2,565
| New | +$200K | 0.02% | 185 |
|