Palo Alto 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
Q3 | $293K | Buy |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $220K | Buy |
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