Morton Brown Family Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
32
| – | – | ﹤0.01% | 213 |
|
|
2025
Q1 | $4.47K | Buy |
+32
| New | +$4.47K | ﹤0.01% | 242 |
|
|
2024
Q1 | – | Sell |
-157
| Closed | -$16.6K | – | 274 |
|
|
2023
Q4 | $16.6K | Buy |
+157
| New | +$16.6K | 0.01% | 153 |
|
|
2023
Q2 | – | Sell |
-39
| Closed | -$3.62K | – | 258 |
|
|
2023
Q1 | $3.62K | Buy |
+39
| New | +$3.62K | ﹤0.01% | 164 |
|
|
2022
Q3 | – | Sell |
-57
| Closed | -$4K | – | 304 |
|
|
2022
Q2 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 165 |
|