MW
MBL Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
7,912
-2,327
| -23% | -$509K | 0.17% | 79 |
|
|
2025
Q1 | $1.43M | Buy |
10,239
+840
| +9% | +$117K | 0.14% | 76 |
|
|
2024
Q4 | $1.57M | Buy |
9,399
+4,265
| +83% | +$711K | 0.16% | 76 |
|
|
2024
Q3 | $875K | Sell |
5,134
-2
| -0% | -$341 | 0.09% | 100 |
|
|
2024
Q2 | $725K | Sell |
5,136
-232
| -4% | -$32.8K | 0.08% | 106 |
|
|
2024
Q1 | $674K | Buy |
5,368
+1,781
| +50% | +$224K | 0.08% | 108 |
|
|
2023
Q4 | $378K | Sell |
3,587
-1,964
| -35% | -$207K | 0.05% | 128 |
|
|
2023
Q3 | $588K | Sell |
5,551
-16
| -0.3% | -$1.7K | 0.08% | 103 |
|
|
2023
Q2 | $663K | Buy |
5,567
+2,277
| +69% | +$271K | 0.09% | 94 |
|
|
2023
Q1 | $306K | Buy |
3,290
+340
| +12% | +$31.6K | 0.05% | 123 |
|
|
2022
Q4 | $241K | Buy |
+2,950
| New | +$241K | 0.05% | 142 |
|
|
2022
Q3 | – | Sell |
-2,950
| Closed | -$206K | – | 169 |
|
|
2022
Q2 | $206K | Sell |
2,950
-1,848
| -39% | -$129K | 0.05% | 140 |
|
|
2022
Q1 | $397K | Buy |
+4,798
| New | +$397K | 0.1% | 112 |
|
|
2021
Q1 | $322K | Buy |
4,594
+278
| +6% | +$19.5K | 0.11% | 110 |
|
|
2020
Q4 | $279K | Buy |
+4,316
| New | +$279K | 0.11% | 104 |
|