Polaris Wealth Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.26M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $279K | Buy |
|
|||||
|
2022
Q4 | $249K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $246K | Sell |
|
|||||
|
2021
Q4 | $13.5M | Sell |
|
|||||
|
2021
Q3 | $15M | Sell |
|
|||||
|
2021
Q2 | $13.7M | Buy |
|
|||||
|
2021
Q1 | $11.6M | Buy |
|
|||||
|
2020
Q4 | $554K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $62K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $23K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $20K | Hold |
|
|||||
|
2013
Q4 | $19K | Hold |
|
|||||
|
2013
Q3 | $16.4K | Hold |
|
|||||
|
2013
Q2 | $15.1K | Buy |
|