Petix & Botte Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $480K | Hold |
2,194
| – | – | 0.12% | 85 |
|
2025
Q1 | $307K | Hold |
2,194
| – | – | 0.08% | 101 |
|
2024
Q4 | $366K | Hold |
2,194
| – | – | 0.1% | 99 |
|
2024
Q3 | $374K | Hold |
2,194
| – | – | 0.1% | 88 |
|
2024
Q2 | $310K | Buy |
+2,194
| New | +$310K | 0.09% | 94 |
|
2024
Q1 | – | Sell |
-2,194
| Closed | -$231K | – | 155 |
|
2023
Q4 | $231K | Hold |
2,194
| – | – | 0.07% | 114 |
|
2023
Q3 | $232K | Sell |
2,194
-32
| -1% | -$3.39K | 0.07% | 108 |
|
2023
Q2 | $265K | Buy |
+2,226
| New | +$265K | 0.08% | 104 |
|