Schwarz Dygos Wheeler Investment 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 | $1.58M | Sell |
|
|||||
|
2025
Q2 | $1.33M | Buy |
|
|||||
|
2025
Q1 | $841K | Sell |
|
|||||
|
2024
Q4 | $1.05M | Sell |
|
|||||
|
2024
Q3 | $1.08M | Hold |
|
|||||
|
2024
Q2 | $894K | Sell |
|
|||||
|
2024
Q1 | $806K | Sell |
|
|||||
|
2023
Q4 | $761K | Hold |
|
|||||
|
2023
Q3 | $764K | Hold |
|
|||||
|
2023
Q2 | $859K | Buy |
|
|||||
|
2023
Q1 | $652K | Hold |
|
|||||
|
2022
Q4 | $573K | Buy |
|
|||||
|
2022
Q3 | $245K | Hold |
|
|||||
|
2022
Q2 | $281K | Hold |
|
|||||
|
2022
Q1 | $332K | Hold |
|
|||||
|
2021
Q4 | $350K | Sell |
|
|||||
|
2021
Q3 | $350K | Sell |
|
|||||
|
2021
Q2 | $322K | Hold |
|
|||||
|
2021
Q1 | $290K | Buy |
|