Principle Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
60,008
-1,879
| -3% | -$411K | 0.82% | 28 |
|
|
2025
Q1 | $8.65M | Buy |
61,887
+1,780
| +3% | +$249K | 0.62% | 39 |
|
|
2024
Q4 | $10M | Sell |
60,107
-3,603
| -6% | -$600K | 0.7% | 37 |
|
|
2024
Q3 | $10.9M | Sell |
63,710
-3,436
| -5% | -$585K | 0.77% | 30 |
|
|
2024
Q2 | $9.48M | Sell |
67,146
-1,124
| -2% | -$159K | 0.72% | 33 |
|
|
2024
Q1 | $8.58M | Buy |
68,270
+518
| +0.8% | +$65.1K | 0.67% | 36 |
|
|
2023
Q4 | $7.14M | Sell |
67,752
-135
| -0.2% | -$14.2K | 0.61% | 44 |
|
|
2023
Q3 | $7.19M | Buy |
67,887
+823
| +1% | +$87.2K | 0.72% | 36 |
|
|
2023
Q2 | $7.99M | Sell |
67,064
-390
| -0.6% | -$46.4K | 0.8% | 28 |
|
|
2023
Q1 | $6.27M | Buy |
67,454
+1,780
| +3% | +$165K | 0.67% | 40 |
|
|
2022
Q4 | $5.37M | Buy |
65,674
+1,040
| +2% | +$85K | 0.61% | 45 |
|
|
2022
Q3 | $3.95K | Buy |
64,634
+13,250
| +26% | +$809 | 0.37% | 51 |
|
|
2022
Q2 | $3.59M | Buy |
51,384
+9,060
| +21% | +$633K | 0.43% | 56 |
|
|
2022
Q1 | $3.5M | Buy |
42,324
+25,235
| +148% | +$2.09M | 0.37% | 62 |
|
|
2021
Q4 | $1.49M | Sell |
17,089
-291
| -2% | -$25.4K | 0.16% | 106 |
|
|
2021
Q3 | $1.51M | Sell |
17,380
-5,670
| -25% | -$494K | 0.17% | 105 |
|
|
2021
Q2 | $1.79M | Buy |
23,050
+690
| +3% | +$53.7K | 0.2% | 95 |
|
|
2021
Q1 | $1.57M | Buy |
22,360
+623
| +3% | +$43.7K | 0.18% | 101 |
|
|
2020
Q4 | $1.41M | Buy |
21,737
+18,312
| +535% | +$1.18M | 0.19% | 104 |
|
|
2020
Q3 | $204K | Hold |
3,425
| – | – | 0.06% | 146 |
|
|
2020
Q2 | $189K | Buy |
+3,425
| New | +$189K | 0.06% | 155 |
|