Palo Alto Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
1,221
-1,161
| -49% | -$254K | 0.1% | 46 |
|
|
2025
Q1 | $386K | Sell |
2,382
-150
| -6% | -$24.3K | 0.15% | 36 |
|
|
2024
Q4 | $422K | Buy |
2,532
+201
| +9% | +$33.5K | 0.15% | 35 |
|
|
2024
Q3 | $406K | Sell |
2,331
-367
| -14% | -$63.9K | 0.17% | 36 |
|
|
2024
Q2 | $381K | Buy |
2,698
+9
| +0.3% | +$1.27K | 0.26% | 32 |
|
|
2024
Q1 | $338K | Hold |
2,689
| – | – | 0.24% | 35 |
|
|
2023
Q4 | $284K | Hold |
2,689
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $285K | Hold |
2,689
| – | – | 0.24% | 36 |
|
|
2023
Q2 | $320K | Hold |
2,689
| – | – | 0.26% | 33 |
|
|
2023
Q1 | $250K | Hold |
2,689
| – | – | 0.2% | 38 |
|
|
2022
Q4 | $220K | Buy |
+2,689
| New | +$220K | 0.19% | 41 |
|