Private Wealth Management Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
562
+6
| +1% | +$1.31K | 0.04% | 106 |
|
|
2025
Q1 | $77.8K | Buy |
556
+72
| +15% | +$10.1K | 0.03% | 132 |
|
|
2024
Q4 | $80.7K | Sell |
484
-5
| -1% | -$833 | 0.03% | 131 |
|
|
2024
Q3 | $83.3K | Buy |
489
+7
| +1% | +$1.19K | 0.03% | 120 |
|
|
2024
Q2 | $68.1K | Sell |
482
-307
| -39% | -$43.4K | 0.03% | 132 |
|
|
2024
Q1 | $99.1K | Hold |
789
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $83.2K | Buy |
+789
| New | +$83.2K | 0.04% | 110 |
|