Opes Wealth Management’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 | – | Sell |
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|
2025
Q4 | $311K | Sell |
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|
2025
Q3 | $523K | Sell |
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|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $320K | Sell |
|
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|
2024
Q4 | $399K | Buy |
|
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|
2024
Q3 | $334K | Sell |
|
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|
2024
Q2 | $287K | Buy |
|
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $201K | Sell |
|
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $215K | Buy |
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