Meridian 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 | $10.4M | Sell |
47,562
-82
| -0.2% | -$17.9K | 0.44% | 47 |
|
2025
Q1 | $6.66M | Buy |
47,644
+6,166
| +15% | +$862K | 0.32% | 67 |
|
2024
Q4 | $6.91M | Buy |
41,478
+5,196
| +14% | +$866K | 0.33% | 65 |
|
2024
Q3 | $6.18M | Buy |
36,282
+9,727
| +37% | +$1.66M | 0.3% | 71 |
|
2024
Q2 | $3.75M | Buy |
+26,555
| New | +$3.75M | 0.45% | 53 |
|
2024
Q1 | – | Sell |
-24,310
| Closed | -$2.56M | – | 402 |
|
2023
Q4 | $2.56M | Buy |
24,310
+4,259
| +21% | +$449K | 0.16% | 144 |
|
2023
Q3 | $2.12M | Buy |
20,051
+534
| +3% | +$56.6K | 0.13% | 147 |
|
2023
Q2 | $2.32M | Buy |
19,517
+2,591
| +15% | +$309K | 0.2% | 108 |
|
2023
Q1 | $1.57M | Sell |
16,926
-250
| -1% | -$23.2K | 0.14% | 151 |
|
2022
Q4 | $1.4M | Buy |
17,176
+4,924
| +40% | +$402K | 0.14% | 146 |
|
2022
Q3 | $748K | Sell |
12,252
-7,612
| -38% | -$465K | 0.08% | 222 |
|
2022
Q2 | $1.39M | Buy |
19,864
+2,317
| +13% | +$162K | 0.11% | 192 |
|
2022
Q1 | $1.45M | Sell |
17,547
-299
| -2% | -$24.7K | 0.16% | 119 |
|
2021
Q4 | $1.56M | Buy |
17,846
+6,777
| +61% | +$591K | 0.17% | 115 |
|
2021
Q3 | $964K | Sell |
11,069
-346
| -3% | -$30.1K | 0.12% | 151 |
|
2021
Q2 | $889K | Sell |
11,415
-4,751
| -29% | -$370K | 0.11% | 155 |
|
2021
Q1 | $1.13M | Buy |
16,166
+9,196
| +132% | +$645K | 0.17% | 122 |
|
2020
Q4 | $450K | Buy |
6,970
+2,265
| +48% | +$146K | 0.07% | 201 |
|
2020
Q3 | $280K | Buy |
+4,705
| New | +$280K | 0.07% | 194 |
|