Meritas 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 | $1.68M | Hold |
7,704
| – | – | 0.93% | 17 |
|
|
2025
Q1 | $1.08M | Hold |
7,704
| – | – | 0.63% | 22 |
|
|
2024
Q4 | $1.28M | Sell |
7,704
-100
| -1% | -$16.7K | 0.77% | 19 |
|
|
2024
Q3 | $1.33M | Sell |
7,804
-286
| -4% | -$48.7K | 0.82% | 20 |
|
|
2024
Q2 | $1.14M | Hold |
8,090
| – | – | 0.81% | 21 |
|
|
2024
Q1 | $1.02M | Sell |
8,090
-15
| -0.2% | -$1.88K | 0.71% | 23 |
|
|
2023
Q4 | $855K | Hold |
8,105
| – | – | 0.64% | 21 |
|
|
2023
Q3 | $858K | Hold |
8,105
| – | – | 0.66% | 20 |
|
|
2023
Q2 | $965K | Hold |
8,105
| – | – | 0.72% | 18 |
|
|
2023
Q1 | $753K | Buy |
8,105
+992
| +14% | +$92.2K | 0.59% | 20 |
|
|
2022
Q4 | $581K | Buy |
+7,113
| New | +$581K | 0.48% | 24 |
|