Merriman Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $661K | Buy |
3,965
+586
| +17% | +$97.7K | 0.03% | 112 |
|
|
2024
Q3 | $576K | Buy |
3,379
+125
| +4% | +$21.3K | 0.02% | 139 |
|
|
2024
Q2 | $460K | Sell |
3,254
-150
| -4% | -$21.2K | 0.02% | 141 |
|
|
2024
Q1 | $428K | Sell |
3,404
-272
| -7% | -$34.2K | 0.02% | 145 |
|
|
2023
Q4 | $388K | Buy |
3,676
+403
| +12% | +$42.5K | 0.02% | 143 |
|
|
2023
Q3 | $347K | Sell |
3,273
-123
| -4% | -$13K | 0.02% | 139 |
|
|
2023
Q2 | $404K | Sell |
3,396
-41
| -1% | -$4.88K | 0.02% | 149 |
|
|
2023
Q1 | $319K | Sell |
3,437
-29
| -0.8% | -$2.7K | 0.02% | 155 |
|
|
2022
Q4 | $283K | Buy |
3,466
+25
| +0.7% | +$2.04K | 0.01% | 172 |
|
|
2022
Q3 | $210K | Buy |
3,441
+426
| +14% | +$26K | 0.01% | 165 |
|
|
2022
Q2 | $211K | Sell |
3,015
-147
| -5% | -$10.3K | 0.01% | 155 |
|
|
2022
Q1 | $262K | Sell |
3,162
-51
| -2% | -$4.23K | 0.02% | 176 |
|
|
2021
Q4 | $280K | Buy |
3,213
+190
| +6% | +$16.6K | 0.02% | 180 |
|
|
2021
Q3 | $263K | Sell |
3,023
-296
| -9% | -$25.8K | 0.02% | 174 |
|
|
2021
Q2 | $258K | Buy |
+3,319
| New | +$258K | 0.02% | 195 |
|