Madison Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.46M | Sell |
32,626
-65
| -0.2% | -$6.89K | 0.73% | 42 |
|
|
2023
Q2 | $3.89M | Sell |
32,691
-93
| -0.3% | -$11.1K | 0.79% | 42 |
|
|
2023
Q1 | $3.05M | Buy |
32,784
+217
| +0.7% | +$20.2K | 0.66% | 47 |
|
|
2022
Q4 | $2.66M | Sell |
32,567
-115
| -0.4% | -$9.4K | 0.61% | 52 |
|
|
2022
Q3 | $2M | Buy |
32,682
+164
| +0.5% | +$10K | 0.49% | 59 |
|
|
2022
Q2 | $2.27M | Sell |
32,518
-953
| -3% | -$66.6K | 0.55% | 56 |
|
|
2022
Q1 | $2.77M | Sell |
33,471
-1,580
| -5% | -$131K | 0.58% | 49 |
|
|
2021
Q4 | $3.06M | Sell |
35,051
-349
| -1% | -$30.4K | 0.61% | 46 |
|
|
2021
Q3 | $3.08M | Sell |
35,400
-1,355
| -4% | -$118K | 0.67% | 43 |
|
|
2021
Q2 | $2.86M | Sell |
36,755
-844
| -2% | -$65.7K | 0.63% | 46 |
|
|
2021
Q1 | $2.64M | Sell |
37,599
-2,593
| -6% | -$182K | 0.65% | 42 |
|
|
2020
Q4 | $2.6M | Sell |
40,192
-845
| -2% | -$54.7K | 0.69% | 39 |
|
|
2020
Q3 | $2.45M | Sell |
41,037
-2,741
| -6% | -$164K | 0.73% | 38 |
|
|
2020
Q2 | $2.42M | Sell |
43,778
-3,208
| -7% | -$177K | 0.8% | 36 |
|
|
2020
Q1 | $2.27M | Sell |
46,986
-40,109
| -46% | -$1.94M | 0.91% | 31 |
|
|
2019
Q4 | $4.61M | Buy |
+87,095
| New | +$4.61M | 1.32% | 22 |
|