N.E.W. Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $471K | Buy |
|
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|
2024
Q2 | $383K | Sell |
|
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|
2024
Q1 | $347K | Buy |
|
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $269K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $229K | Buy |
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