Mosaic Family 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 | $507K | Sell |
2,318
-1,330
| -36% | -$291K | 0.06% | 134 |
|
|
2025
Q1 | $510K | Buy |
3,648
+897
| +33% | +$125K | 0.07% | 130 |
|
|
2024
Q4 | $458K | Buy |
2,751
+332
| +14% | +$55.3K | 0.07% | 132 |
|
|
2024
Q3 | $412K | Buy |
2,419
+30
| +1% | +$5.11K | 0.06% | 134 |
|
|
2024
Q2 | $337K | Sell |
2,389
-89
| -4% | -$12.6K | 0.05% | 142 |
|
|
2024
Q1 | $311K | Buy |
2,478
+121
| +5% | +$15.2K | 0.05% | 155 |
|
|
2023
Q4 | $248K | Sell |
2,357
-124
| -5% | -$13.1K | 0.04% | 166 |
|
|
2023
Q3 | $263K | Buy |
2,481
+41
| +2% | +$4.34K | 0.05% | 151 |
|
|
2023
Q2 | $291K | Sell |
2,440
-151
| -6% | -$18K | 0.06% | 148 |
|
|
2023
Q1 | $241K | Buy |
2,591
+4
| +0.2% | +$372 | 0.05% | 157 |
|
|
2022
Q4 | $211K | Buy |
+2,587
| New | +$211K | 0.06% | 167 |
|