Oak Harbor Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,694
+835
| +22% | +$183K | 0.28% | 79 |
|
|
2025
Q1 | $540K | Buy |
3,859
+2,233
| +137% | +$312K | 0.15% | 112 |
|
|
2024
Q4 | $271K | Hold |
1,626
| – | – | 0.08% | 150 |
|
|
2024
Q3 | $277K | Hold |
1,626
| – | – | 0.08% | 145 |
|
|
2024
Q2 | $230K | Sell |
1,626
-500
| -24% | -$70.6K | 0.07% | 151 |
|
|
2024
Q1 | $267K | Hold |
2,126
| – | – | 0.08% | 145 |
|
|
2023
Q4 | $224K | Sell |
2,126
-53
| -2% | -$5.59K | 0.08% | 158 |
|
|
2023
Q3 | $231K | Sell |
2,179
-424
| -16% | -$44.9K | 0.08% | 148 |
|
|
2023
Q2 | $310K | Hold |
2,603
| – | – | 0.11% | 131 |
|
|
2023
Q1 | $242K | Hold |
2,603
| – | – | 0.09% | 148 |
|
|
2022
Q4 | $213K | Buy |
+2,603
| New | +$213K | 0.08% | 151 |
|
|
2022
Q2 | – | Sell |
-2,603
| Closed | -$215K | – | 222 |
|
|
2022
Q1 | $215K | Sell |
2,603
-76
| -3% | -$6.28K | 0.07% | 155 |
|
|
2021
Q4 | $234K | Buy |
+2,679
| New | +$234K | 0.08% | 151 |
|