Madison Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
3,702
+52
| +1% | +$11.4K | 0.18% | 61 |
|
|
2025
Q1 | $510K | Buy |
3,650
+522
| +17% | +$73K | 0.13% | 77 |
|
|
2024
Q4 | $521K | Buy |
3,128
+17
| +0.5% | +$2.83K | 0.15% | 76 |
|
|
2024
Q3 | $530K | Hold |
3,111
| – | – | 0.16% | 74 |
|
|
2024
Q2 | $439K | Buy |
3,111
+23
| +0.7% | +$3.25K | 0.15% | 70 |
|
|
2024
Q1 | $388K | Hold |
3,088
| – | – | 0.14% | 75 |
|
|
2023
Q4 | $326K | Sell |
3,088
-175
| -5% | -$18.5K | 0.13% | 85 |
|
|
2023
Q3 | $346K | Buy |
3,263
+97
| +3% | +$10.3K | 0.17% | 59 |
|
|
2023
Q2 | $377K | Buy |
3,166
+20
| +0.6% | +$2.38K | 0.18% | 56 |
|
|
2023
Q1 | $292K | Sell |
3,146
-154
| -5% | -$14.3K | 0.15% | 65 |
|
|
2022
Q4 | $270K | Buy |
+3,300
| New | +$270K | 0.16% | 65 |
|
|
2022
Q3 | – | Sell |
-3,173
| Closed | -$222K | – | 75 |
|
|
2022
Q2 | $222K | Hold |
3,173
| – | – | 0.14% | 70 |
|
|
2022
Q1 | $263K | Buy |
3,173
+123
| +4% | +$10.2K | 0.15% | 59 |
|
|
2021
Q4 | $266K | Buy |
3,050
+142
| +5% | +$12.4K | 0.13% | 58 |
|
|
2021
Q3 | $253K | Hold |
2,908
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $226K | Buy |
+2,908
| New | +$226K | 0.13% | 63 |
|