Norwood Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $851K | Hold |
6,775
| – | – | 1.23% | 18 |
|
|
2023
Q4 | $714K | Hold |
6,775
| – | – | 1.08% | 19 |
|
|
2023
Q3 | $718K | Sell |
6,775
-680
| -9% | -$72K | 1.16% | 20 |
|
|
2023
Q2 | $888K | Sell |
7,455
-50
| -0.7% | -$5.95K | 1.33% | 15 |
|
|
2023
Q1 | $697K | Hold |
7,505
| – | – | 1.11% | 23 |
|
|
2022
Q4 | $613K | Sell |
7,505
-200
| -3% | -$16.3K | 0.97% | 25 |
|
|
2022
Q3 | $471K | Hold |
7,705
| – | – | 0.83% | 28 |
|
|
2022
Q2 | $539K | Buy |
7,705
+5,105
| +196% | +$357K | 0.92% | 27 |
|
|
2022
Q1 | $215K | Sell |
2,600
-5,145
| -66% | -$425K | 0.31% | 70 |
|
|
2021
Q4 | $676K | Buy |
+7,745
| New | +$676K | 0.94% | 28 |
|