NewEdge 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 | $29.8M | Buy |
119,407
+79,903
| +202% | +$19.9M | 0.47% | 51 |
|
|
2025
Q1 | $5.52M | Sell |
39,504
-80,355
| -67% | -$11.2M | 0.1% | 168 |
|
|
2024
Q4 | $20M | Buy |
119,859
+89,278
| +292% | +$14.9M | 0.35% | 76 |
|
|
2024
Q3 | $5.21M | Buy |
30,581
+11,025
| +56% | +$1.88M | 0.09% | 186 |
|
|
2024
Q2 | $2.76M | Buy |
19,556
+630
| +3% | +$89K | 0.06% | 266 |
|
|
2024
Q1 | $2.18M | Sell |
18,926
-977
| -5% | -$112K | 0.05% | 315 |
|
|
2023
Q4 | $2.1M | Buy |
19,903
+2,095
| +12% | +$221K | 0.05% | 290 |
|
|
2023
Q3 | $1.89M | Sell |
17,808
-1,875
| -10% | -$199K | 0.06% | 268 |
|
|
2023
Q2 | $2.34M | Buy |
19,683
+14,455
| +276% | +$1.72M | 0.08% | 224 |
|
|
2023
Q1 | $486K | Sell |
5,228
-2,760
| -35% | -$256K | 0.02% | 411 |
|
|
2022
Q4 | $653K | Buy |
7,988
+3,469
| +77% | +$284K | 0.03% | 336 |
|
|
2022
Q3 | $276K | Sell |
4,519
-190
| -4% | -$11.6K | 0.01% | 443 |
|
|
2022
Q2 | $329K | Buy |
+4,709
| New | +$329K | 0.01% | 452 |
|