One Charles Private Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $568K | Buy |
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|
2025
Q4 | $740K | Sell |
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|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $914K | Buy |
|
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|
2025
Q1 | $532K | Buy |
|
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|
2024
Q4 | $615K | Buy |
|
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $388K | Buy |
|
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $264K | Buy |
|