Schwarz Dygos Wheeler Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
6,071
+54
| +0.9% | +$11.8K | 0.3% | 59 |
|
|
2025
Q1 | $841K | Sell |
6,017
-301
| -5% | -$42.1K | 0.2% | 76 |
|
|
2024
Q4 | $1.05M | Sell |
6,318
-11
| -0.2% | -$1.83K | 0.26% | 64 |
|
|
2024
Q3 | $1.08M | Hold |
6,329
| – | – | 0.27% | 61 |
|
|
2024
Q2 | $894K | Sell |
6,329
-87
| -1% | -$12.3K | 0.24% | 67 |
|
|
2024
Q1 | $806K | Sell |
6,416
-800
| -11% | -$100K | 0.23% | 72 |
|
|
2023
Q4 | $761K | Hold |
7,216
| – | – | 0.23% | 71 |
|
|
2023
Q3 | $764K | Hold |
7,216
| – | – | 0.26% | 63 |
|
|
2023
Q2 | $859K | Buy |
7,216
+201
| +3% | +$23.9K | 0.28% | 56 |
|
|
2023
Q1 | $652K | Hold |
7,015
| – | – | 0.24% | 63 |
|
|
2022
Q4 | $573K | Buy |
7,015
+3,000
| +75% | +$245K | 0.23% | 66 |
|
|
2022
Q3 | $245K | Hold |
4,015
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $281K | Hold |
4,015
| – | – | 0.11% | 99 |
|
|
2022
Q1 | $332K | Hold |
4,015
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $350K | Sell |
4,015
-7
| -0.2% | -$610 | 0.12% | 96 |
|
|
2021
Q3 | $350K | Sell |
4,022
-112
| -3% | -$9.75K | 0.13% | 95 |
|
|
2021
Q2 | $322K | Hold |
4,134
| – | – | 0.12% | 99 |
|
|
2021
Q1 | $290K | Buy |
+4,134
| New | +$290K | 0.12% | 96 |
|