RKL Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
|
|||||
|
2025
Q1 | $360K | Hold |
|
|||||
|
2024
Q4 | $429K | Sell |
|
|||||
|
2024
Q3 | $446K | Buy |
|
|||||
|
2024
Q2 | $286K | Buy |
|
|||||
|
2024
Q1 | $254K | Buy |
|
|||||
|
2023
Q4 | $213K | Hold |
|
|||||
|
2023
Q3 | $214K | Sell |
|
|||||
|
2023
Q2 | $349K | Sell |
|
|||||
|
2023
Q1 | $286K | Sell |
|
|||||
|
2022
Q4 | $267K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $220K | Sell |
|
|||||
|
2022
Q1 | $267K | Sell |
|
|||||
|
2021
Q4 | $290K | Sell |
|
|||||
|
2021
Q3 | $293K | Sell |
|
|||||
|
2021
Q2 | $264K | Buy |
|
|||||
|
2021
Q1 | $231K | Sell |
|
|||||
|
2020
Q4 | $257K | Sell |
|
|||||
|
2020
Q3 | $260K | Buy |
|
|||||
|
2020
Q2 | $241K | Sell |
|
|||||
|
2020
Q1 | $317K | Sell |
|
|||||
|
2019
Q4 | $358K | Sell |
|
|||||
|
2019
Q3 | $373K | Sell |
|
|||||
|
2019
Q2 | $405K | Sell |
|
|||||
|
2019
Q1 | $394K | Sell |
|
|||||
|
2018
Q4 | $355K | Sell |
|
|||||
|
2018
Q3 | $483K | Sell |
|
|||||
|
2018
Q2 | $486K | Sell |
|
|||||
|
2018
Q1 | $562K | Sell |
|
|||||
|
2017
Q4 | $779K | Sell |
|
|||||
|
2017
Q3 | $959K | Sell |
|
|||||
|
2017
Q2 | $1.12M | Sell |
|
|||||
|
2017
Q1 | $1.08M | Sell |
|
|||||
|
2016
Q4 | $1.14M | Sell |
|
|||||
|
2016
Q3 | $1.2M | Buy |
|
|||||
|
2016
Q2 | $1.02M | Buy |
|
|||||
|
2016
Q1 | $699K | Buy |
|