Regent Peak Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.16M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $3.69M | Sell |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $812K | Sell |
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|
2023
Q2 | $3.25M | Sell |
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|
2023
Q1 | $2.87M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
|