Meridian Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
2,285
+20
| +0.9% | +$4.37K | 0.07% | 62 |
|
|
2025
Q1 | $317K | Sell |
2,265
-142
| -6% | -$19.9K | 0.05% | 82 |
|
|
2024
Q4 | $401K | Buy |
2,407
+13
| +0.5% | +$2.17K | 0.06% | 72 |
|
|
2024
Q3 | $408K | Sell |
2,394
-346
| -13% | -$59K | 0.06% | 69 |
|
|
2024
Q2 | $387K | Buy |
2,740
+148
| +6% | +$20.9K | 0.07% | 67 |
|
|
2024
Q1 | $326K | Buy |
2,592
+115
| +5% | +$14.4K | 0.06% | 78 |
|
|
2023
Q4 | $261K | Sell |
2,477
-181
| -7% | -$19.1K | 0.05% | 83 |
|
|
2023
Q3 | $282K | Sell |
2,658
-48
| -2% | -$5.09K | 0.06% | 76 |
|
|
2023
Q2 | $322K | Buy |
2,706
+109
| +4% | +$13K | 0.07% | 64 |
|
|
2023
Q1 | $241K | Buy |
2,597
+60
| +2% | +$5.58K | 0.05% | 80 |
|
|
2022
Q4 | $207K | Buy |
+2,537
| New | +$207K | 0.05% | 86 |
|
|
2021
Q2 | – | Sell |
-1,797
| Closed | -$127K | – | 893 |
|
|
2021
Q1 | $127K | Buy |
1,797
+47
| +3% | +$3.32K | 0.04% | 93 |
|
|
2020
Q4 | $113K | Sell |
1,750
-13
| -0.7% | -$839 | 0.05% | 91 |
|
|
2020
Q3 | $106K | Sell |
1,763
-34
| -2% | -$2.04K | 0.05% | 89 |
|
|
2020
Q2 | $100K | Sell |
1,797
-22
| -1% | -$1.22K | 0.05% | 91 |
|
|
2020
Q1 | $88K | Buy |
1,819
+3
| +0.2% | +$145 | 0.05% | 92 |
|
|
2019
Q4 | $96K | Buy |
+1,816
| New | +$96K | 0.06% | 91 |
|