Massachusetts Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
1,450
| – | – | 0.18% | 81 |
|
|
2025
Q1 | $203K | Hold |
1,450
| – | – | 0.14% | 83 |
|
|
2024
Q4 | $242K | Hold |
1,450
| – | – | 0.15% | 87 |
|
|
2024
Q3 | $247K | Hold |
1,450
| – | – | 0.16% | 85 |
|
|
2024
Q2 | $205K | Buy |
+1,450
| New | +$205K | 0.14% | 93 |
|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$202K | – | 88 |
|
|
2023
Q2 | $202K | Buy |
+1,700
| New | +$202K | 0.19% | 82 |
|