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