Omnia Family Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
1,784
+251
| +16% | +$54.9K | 0.14% | 50 |
|
|
2025
Q1 | $214K | Buy |
+1,533
| New | +$214K | 0.09% | 84 |
|
|
2019
Q2 | – | Sell |
-394
| Closed | -$21K | – | 394 |
|
|
2019
Q1 | $21K | Hold |
394
| – | – | 0.01% | 208 |
|
|
2018
Q4 | $18K | Sell |
394
-180
| -31% | -$8.22K | 0.01% | 204 |
|
|
2018
Q3 | $30K | Hold |
574
| – | – | 0.01% | 182 |
|
|
2018
Q2 | $25K | Sell |
574
-2,502
| -81% | -$109K | 0.01% | 199 |
|
|
2018
Q1 | $141K | Buy |
3,076
+2,506
| +440% | +$115K | 0.06% | 103 |
|
|
2017
Q4 | $27K | Sell |
570
-1,135
| -67% | -$53.8K | 0.01% | 201 |
|
|
2017
Q3 | $82K | Buy |
1,705
+3
| +0.2% | +$144 | 0.04% | 127 |
|
|
2017
Q2 | $85K | Sell |
1,702
-2,217
| -57% | -$111K | 0.04% | 126 |
|
|
2017
Q1 | $175K | Sell |
3,919
-82
| -2% | -$3.66K | 0.08% | 94 |
|
|
2016
Q4 | $154K | Buy |
+4,001
| New | +$154K | 0.08% | 98 |
|