Northwest Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
|
|||||
|
2025
Q2 | $716K | Buy |
|
|||||
|
2025
Q1 | $446K | Buy |
|
|||||
|
2024
Q4 | $418K | Buy |
|
|||||
|
2024
Q3 | $409K | Buy |
|
|||||
|
2024
Q2 | $337K | Buy |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $252K | Buy |
|
|||||
|
2023
Q3 | $251K | Buy |
|
|||||
|
2023
Q2 | $274K | Buy |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $96K | Sell |
|
|||||
|
2018
Q4 | $98K | Sell |
|
|||||
|
2018
Q3 | $113K | Hold |
|
|||||
|
2018
Q2 | $97K | Hold |
|
|||||
|
2018
Q1 | $100K | Buy |
|