Pursue Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Hold |
1,622
| – | – | 0.2% | 76 |
|
|
2025
Q1 | $227K | Buy |
+1,622
| New | +$227K | 0.14% | 107 |
|
|
2024
Q1 | – | Sell |
-10,927
| Closed | -$1.15M | – | 108 |
|
|
2023
Q4 | $1.15M | Sell |
10,927
-22,180
| -67% | -$2.34M | 0.74% | 35 |
|
|
2023
Q3 | $3.51M | Buy |
33,107
+3,054
| +10% | +$323K | 2.48% | 13 |
|
|
2023
Q2 | $3.58M | Buy |
30,053
+4,501
| +18% | +$536K | 2.25% | 16 |
|
|
2023
Q1 | $2.37M | Buy |
+25,552
| New | +$2.37M | 1.62% | 26 |
|
|
2022
Q2 | – | Sell |
-1,249
| Closed | -$102K | – | 189 |
|
|
2022
Q1 | $102K | Buy |
+1,249
| New | +$102K | 0.04% | 162 |
|