Oak Harbor Wealth Partners’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
$1.35M Buy
2025
Q2
$1.03M Buy
2025
Q1
$540K Buy
2024
Q4
$271K Hold
2024
Q3
$277K Hold
2024
Q2
$230K Sell
2024
Q1
$267K Hold
2023
Q4
$224K Sell
2023
Q3
$231K Sell
2023
Q2
$310K Hold
2023
Q1
$242K Hold
2022
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$215K Sell
2021
Q4
$234K Buy