Schrum Private Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
7,103
+3
| +0% | +$656 | 1.25% | 20 |
|
|
2025
Q1 | $993K | Buy |
7,100
+2
| +0% | +$280 | 0.87% | 31 |
|
|
2024
Q4 | $1.18M | Buy |
7,098
+598
| +9% | +$99.7K | 1% | 28 |
|
|
2024
Q3 | $1.11M | Sell |
6,500
-593
| -8% | -$101K | 0.57% | 45 |
|
|
2024
Q2 | $1M | Buy |
7,093
+3
| +0% | +$424 | 0.9% | 30 |
|
|
2024
Q1 | $891K | Buy |
7,090
+5,169
| +269% | +$649K | 0.81% | 37 |
|
|
2023
Q4 | $203K | Sell |
1,921
-5,161
| -73% | -$544K | 0.29% | 96 |
|
|
2023
Q3 | $750K | Buy |
7,082
+2
| +0% | +$212 | 0.86% | 32 |
|
|
2023
Q2 | $843K | Buy |
7,080
+4
| +0.1% | +$476 | 0.91% | 32 |
|
|
2023
Q1 | $658K | Sell |
7,076
-121
| -2% | -$11.2K | 0.76% | 39 |
|
|
2022
Q4 | $588K | Buy |
7,197
+68
| +1% | +$5.56K | 0.7% | 41 |
|
|
2022
Q3 | $436K | Sell |
7,129
-137
| -2% | -$8.38K | 0.55% | 56 |
|
|
2022
Q2 | $508K | Hold |
7,266
| – | – | 0.57% | 49 |
|
|
2022
Q1 | $584K | Buy |
7,266
+7
| +0.1% | +$563 | 0.59% | 50 |
|
|
2021
Q4 | $632K | Buy |
+7,259
| New | +$632K | 0.58% | 48 |
|