MBL Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Sell |
|
|||||
|
2025
Q2 | $1.73M | Sell |
|
|||||
|
2025
Q1 | $1.43M | Buy |
|
|||||
|
2024
Q4 | $1.57M | Buy |
|
|||||
|
2024
Q3 | $875K | Sell |
|
|||||
|
2024
Q2 | $725K | Sell |
|
|||||
|
2024
Q1 | $674K | Buy |
|
|||||
|
2023
Q4 | $378K | Sell |
|
|||||
|
2023
Q3 | $588K | Sell |
|
|||||
|
2023
Q2 | $663K | Buy |
|
|||||
|
2023
Q1 | $306K | Buy |
|
|||||
|
2022
Q4 | $241K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $206K | Sell |
|
|||||
|
2022
Q1 | $397K | Buy |
|
|||||
|
2021
Q1 | $322K | Buy |
|
|||||
|
2020
Q4 | $279K | Buy |
|