Perfromance Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Buy |
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|
2025
Q1 | $30.8M | Buy |
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|
2024
Q4 | $31.3M | Buy |
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|
2024
Q3 | $31.7M | Buy |
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|
2024
Q2 | $25.4M | Buy |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $390K | Hold |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $398K | Buy |
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