REDW Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
1,359
-584
| -30% | -$128K | 0.12% | 82 |
|
|
2025
Q1 | $272K | Hold |
1,943
| – | – | 0.1% | 87 |
|
|
2024
Q4 | $324K | Sell |
1,943
-1,380
| -42% | -$230K | 0.11% | 74 |
|
|
2024
Q3 | $566K | Hold |
3,323
| – | – | 0.15% | 79 |
|
|
2024
Q2 | $469K | Buy |
3,323
+300
| +10% | +$42.4K | 0.12% | 90 |
|
|
2024
Q1 | $380K | Buy |
3,023
+18
| +0.6% | +$2.26K | 0.1% | 104 |
|
|
2023
Q4 | $317K | Hold |
3,005
| – | – | 0.09% | 109 |
|
|
2023
Q3 | $318K | Hold |
3,005
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $358K | Hold |
3,005
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $279K | Hold |
3,005
| – | – | 0.09% | 106 |
|
|
2022
Q4 | $246K | Buy |
+3,005
| New | +$246K | 0.08% | 114 |
|
|
2022
Q3 | – | Sell |
-3,255
| Closed | -$227K | – | 118 |
|
|
2022
Q2 | $227K | Sell |
3,255
-200
| -6% | -$13.9K | 0.08% | 106 |
|
|
2022
Q1 | $286K | Hold |
3,455
| – | – | 0.08% | 96 |
|
|
2021
Q4 | $301K | Hold |
3,455
| – | – | 0.09% | 90 |
|
|
2021
Q3 | $301K | Hold |
3,455
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $269K | Buy |
3,455
+200
| +6% | +$15.6K | 0.09% | 89 |
|
|
2021
Q1 | $228K | Hold |
3,255
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $211K | Buy |
+3,255
| New | +$211K | 0.08% | 92 |
|
|
2019
Q4 | – | Sell |
-3,655
| Closed | -$201K | – | 88 |
|
|
2019
Q3 | $201K | Buy |
+3,655
| New | +$201K | 0.12% | 77 |
|