Naviter 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 | $2.34M | Sell |
10,705
-381
| -3% | -$83.3K | 0.29% | 92 |
|
2025
Q1 | $1.56M | Buy |
11,086
+323
| +3% | +$45.5K | 0.19% | 140 |
|
2024
Q4 | $1.79M | Buy |
10,763
+3,562
| +49% | +$594K | 0.22% | 127 |
|
2024
Q3 | $1.23M | Sell |
7,201
-116
| -2% | -$19.8K | 0.17% | 146 |
|
2024
Q2 | $1.03M | Buy |
7,317
+1,240
| +20% | +$175K | 0.15% | 156 |
|
2024
Q1 | $763K | Buy |
+6,077
| New | +$763K | 0.12% | 174 |
|