Mark Sheptoff Financial Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
|
|||||
|
2025
Q1 | $69.9K | Hold |
|
|||||
|
2024
Q4 | $83.3K | Hold |
|
|||||
|
2024
Q3 | $85.2K | Sell |
|
|||||
|
2024
Q2 | $107K | Buy |
|
|||||
|
2024
Q1 | $62.8K | Hold |
|
|||||
|
2023
Q4 | $52.7K | Hold |
|
|||||
|
2023
Q3 | $53K | Hold |
|
|||||
|
2023
Q2 | $59.5K | Hold |
|
|||||
|
2023
Q1 | $46.5K | Hold |
|
|||||
|
2022
Q4 | $40.9K | Hold |
|
|||||
|
2022
Q3 | $31K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $12K | Hold |
|
|||||
|
2020
Q2 | $11K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $319K | Sell |
|
|||||
|
2017
Q3 | $339K | Buy |
|
|||||
|
2017
Q2 | $349K | Buy |
|
|||||
|
2017
Q1 | $185K | Buy |
|
|||||
|
2016
Q4 | $91K | Sell |
|
|||||
|
2016
Q3 | $1.23M | Buy |
|
|||||
|
2016
Q2 | $866K | Buy |
|
|||||
|
2016
Q1 | $470K | Sell |
|
|||||
|
2015
Q4 | $588K | Sell |
|
|||||
|
2015
Q3 | $1.12M | Sell |
|
|||||
|
2015
Q2 | $1.26M | Buy |
|
|||||
|
2015
Q1 | $1.3M | Buy |
|
|||||
|
2014
Q4 | $1.28M | Sell |
|
|||||
|
2014
Q3 | $1.1M | Buy |
|
|||||
|
2014
Q2 | $1.15M | Sell |
|
|||||
|
2014
Q1 | $1.17M | Buy |
|