Roberts 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
Q2 | $1.74M | Sell |
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|
2025
Q1 | $2.88M | Buy |
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|
2024
Q4 | $3.25M | Sell |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $2.73M | Buy |
|
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $962K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $2.67M | Buy |
|