Mascoma Wealth Management’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 | $160K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $99K | Hold |
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|
2024
Q1 | $88.1K | Hold |
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|
2023
Q4 | $73.9K | Hold |
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|
2023
Q3 | $74.3K | Buy |
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|
2023
Q2 | $69.8K | Sell |
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|
2023
Q1 | $79.6K | Hold |
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|
2022
Q4 | $68.7K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $62K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $52K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $65K | Sell |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $80K | Sell |
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|
2018
Q2 | $86K | Sell |
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|
2018
Q1 | $237K | Buy |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $57K | Buy |
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|
2017
Q2 | $54K | Sell |
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|
2017
Q1 | $88K | Sell |
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|
2016
Q4 | $79K | Buy |
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