Octavia Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $711K | Sell |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $345K | Buy |
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