Modern 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 | $4.87M | Sell |
22,288
-323
| -1% | -$70.6K | 0.12% | 168 |
|
|
2025
Q1 | $3.16M | Buy |
22,611
+8,142
| +56% | +$1.14M | 0.1% | 169 |
|
|
2024
Q4 | $2.41M | Buy |
14,469
+8,987
| +164% | +$1.5M | 0.09% | 166 |
|
|
2024
Q3 | $934K | Buy |
5,482
+699
| +15% | +$119K | 0.06% | 169 |
|
|
2024
Q2 | $675K | Buy |
4,783
+174
| +4% | +$24.6K | 0.05% | 175 |
|
|
2024
Q1 | $579K | Buy |
4,609
+831
| +22% | +$104K | 0.05% | 159 |
|
|
2023
Q4 | $398K | Buy |
+3,778
| New | +$398K | 0.05% | 111 |
|