Sendero 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
Q3 | $5.27M | Buy |
|
|||||
|
2025
Q2 | $488K | Buy |
|
|||||
|
2025
Q1 | $245K | Buy |
|
|||||
|
2024
Q4 | $290K | Buy |
|
|||||
|
2024
Q3 | $271K | Sell |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $328K | Sell |
|
|||||
|
2023
Q4 | $936K | Sell |
|
|||||
|
2023
Q3 | $3.08M | Sell |
|
|||||
|
2023
Q2 | $4.09M | Sell |
|
|||||
|
2023
Q1 | $4.01M | Buy |
|
|||||
|
2022
Q4 | $2.53M | Buy |
|
|||||
|
2022
Q3 | $890K | Buy |
|
|||||
|
2022
Q2 | $433K | Buy |
|
|||||
|
2022
Q1 | $373K | Hold |
|
|||||
|
2021
Q4 | $393K | Buy |
|