Marcum Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Buy |
|
|||||
|
2024
Q4 | $2.11M | Sell |
|
|||||
|
2024
Q3 | $2.23M | Sell |
|
|||||
|
2024
Q2 | $1.92M | Buy |
|
|||||
|
2024
Q1 | $1.63M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Buy |
|
|||||
|
2023
Q3 | $1.22M | Sell |
|
|||||
|
2023
Q2 | $1.4M | Sell |
|
|||||
|
2023
Q1 | $1.18M | Sell |
|
|||||
|
2022
Q4 | $1.04M | Sell |
|
|||||
|
2022
Q3 | $801K | Buy |
|
|||||
|
2022
Q2 | $830K | Buy |
|
|||||
|
2022
Q1 | $957K | Sell |
|
|||||
|
2021
Q4 | $1.08M | Buy |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2021
Q2 | $857K | Buy |
|
|||||
|
2021
Q1 | $761K | Buy |
|
|||||
|
2020
Q4 | $464K | Buy |
|
|||||
|
2020
Q3 | $281K | Buy |
|