Phillips Wealth Planners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
5,920
-1,318
| -18% | -$309K | 1.26% | 10 |
|
|
2025
Q1 | $958K | Buy |
7,238
+292
| +4% | +$38.6K | 1.01% | 26 |
|
|
2024
Q4 | $1.07M | Sell |
6,946
-950
| -12% | -$147K | 1.07% | 21 |
|
|
2024
Q3 | $1.38M | Sell |
7,896
-1,661
| -17% | -$290K | 1.32% | 12 |
|
|
2024
Q2 | $1.36M | Buy |
9,557
+1,221
| +15% | +$173K | 1.43% | 10 |
|
|
2024
Q1 | $1.01M | Buy |
8,336
+1,734
| +26% | +$209K | 1.16% | 18 |
|
|
2023
Q4 | $718K | Buy |
6,602
+1,374
| +26% | +$149K | 0.86% | 32 |
|
|
2023
Q3 | $566K | Sell |
5,228
-90
| -2% | -$9.75K | 0.77% | 39 |
|
|
2023
Q2 | $633K | Sell |
5,318
-1,634
| -24% | -$195K | 0.83% | 38 |
|
|
2023
Q1 | $660K | Sell |
6,952
-460
| -6% | -$43.6K | 0.87% | 36 |
|
|
2022
Q4 | $663K | Buy |
+7,412
| New | +$663K | 1.16% | 28 |
|