Principle 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
$13.1M Sell
2025
Q1
$8.65M Buy
2024
Q4
$10M Sell
2024
Q3
$10.9M Sell
2024
Q2
$9.48M Sell
2024
Q1
$8.58M Buy
2023
Q4
$7.14M Sell
2023
Q3
$7.19M Buy
2023
Q2
$7.99M Sell
2023
Q1
$6.27M Buy
2022
Q4
$5.37M Buy
2022
Q3
$3.95K Buy
2022
Q2
$3.59M Buy
2022
Q1
$3.5M Buy
2021
Q4
$1.49M Sell
2021
Q3
$1.51M Sell
2021
Q2
$1.79M Buy
2021
Q1
$1.57M Buy
2020
Q4
$1.41M Buy
2020
Q3
$204K Hold
2020
Q2
$189K Buy