Phoenix 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
Q2 | $974K | Buy |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $746K | Buy |
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|
2024
Q3 | $759K | Sell |
|
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|
2024
Q2 | $636K | Buy |
|
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $507K | Buy |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $295K | Buy |
|