Marcum Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Buy |
12,762
+88
| +0.7% | +$12.3K | 0.15% | 72 |
|
|
2024
Q4 | $2.11M | Sell |
12,674
-408
| -3% | -$68K | 0.18% | 60 |
|
|
2024
Q3 | $2.23M | Sell |
13,082
-501
| -4% | -$85.4K | 0.21% | 51 |
|
|
2024
Q2 | $1.92M | Buy |
13,583
+586
| +5% | +$82.7K | 0.19% | 55 |
|
|
2024
Q1 | $1.63M | Buy |
12,997
+1,044
| +9% | +$131K | 0.17% | 65 |
|
|
2023
Q4 | $1.26M | Buy |
11,953
+404
| +3% | +$42.6K | 0.13% | 81 |
|
|
2023
Q3 | $1.22M | Sell |
11,549
-229
| -2% | -$24.3K | 0.15% | 77 |
|
|
2023
Q2 | $1.4M | Sell |
11,778
-882
| -7% | -$105K | 0.16% | 68 |
|
|
2023
Q1 | $1.18M | Sell |
12,660
-111
| -0.9% | -$10.3K | 0.15% | 76 |
|
|
2022
Q4 | $1.04M | Sell |
12,771
-344
| -3% | -$28.1K | 0.14% | 82 |
|
|
2022
Q3 | $801K | Buy |
13,115
+1,243
| +10% | +$75.9K | 0.12% | 100 |
|
|
2022
Q2 | $830K | Buy |
11,872
+310
| +3% | +$21.7K | 0.12% | 105 |
|
|
2022
Q1 | $957K | Sell |
11,562
-876
| -7% | -$72.5K | 0.13% | 101 |
|
|
2021
Q4 | $1.09M | Buy |
12,438
+617
| +5% | +$53.8K | 0.15% | 95 |
|
|
2021
Q3 | $1.03M | Buy |
11,821
+807
| +7% | +$70.3K | 0.16% | 91 |
|
|
2021
Q2 | $857K | Buy |
11,014
+162
| +1% | +$12.6K | 0.14% | 108 |
|
|
2021
Q1 | $761K | Buy |
10,852
+3,681
| +51% | +$258K | 0.13% | 121 |
|
|
2020
Q4 | $464K | Buy |
7,171
+2,457
| +52% | +$159K | 0.11% | 69 |
|
|
2020
Q3 | $281K | Buy |
+4,714
| New | +$281K | 0.09% | 88 |
|