Parcion Private 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
$14.3M Buy
65,584
+1,029
+2% +$225K 1.02% 24
2025
Q1
$9.03M Buy
64,555
+1,915
+3% +$268K 0.74% 34
2024
Q4
$10.4M Sell
62,640
-3,252
-5% -$542K 0.8% 29
2024
Q3
$11.2M Buy
65,892
+411
+0.6% +$70K 0.93% 22
2024
Q2
$9.25M Sell
65,481
-1,145
-2% -$162K 0.85% 24
2024
Q1
$8.37M Sell
66,626
-976
-1% -$123K 0.74% 25
2023
Q4
$7.13M Buy
67,602
+813
+1% +$85.7K 0.65% 33
2023
Q3
$7.07M Sell
66,789
-1,201
-2% -$127K 0.73% 33
2023
Q2
$8.1M Sell
67,990
-401
-0.6% -$47.8K 0.82% 26
2023
Q1
$6.35M Buy
68,391
+6,207
+10% +$577K 0.66% 33
2022
Q4
$5.08M Buy
62,184
+1,052
+2% +$86K 0.55% 35
2022
Q3
$3.73M Buy
61,132
+28,245
+86% +$1.72M 0.42% 56
2022
Q2
$2.46M Buy
+32,887
New +$2.46M 0.24% 86