Smallwood Wealth Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $363K | Buy |
2,593
+1
| +0% | +$140 | 0.23% | 51 |
|
|
2024
Q4 | $432K | Hold |
2,592
| – | – | 0.29% | 46 |
|
|
2024
Q3 | $442K | Sell |
2,592
-103
| -4% | -$17.6K | 0.32% | 44 |
|
|
2024
Q2 | $380K | Buy |
2,695
+3
| +0.1% | +$424 | 0.29% | 49 |
|
|
2024
Q1 | $338K | Buy |
2,692
+3
| +0.1% | +$377 | 0.26% | 54 |
|
|
2023
Q4 | $283K | Buy |
2,689
+3
| +0.1% | +$316 | 0.23% | 57 |
|
|
2023
Q3 | $284K | Buy |
2,686
+3
| +0.1% | +$318 | 0.26% | 52 |
|
|
2023
Q2 | $319K | Buy |
2,683
+4
| +0.1% | +$476 | 0.28% | 50 |
|
|
2023
Q1 | $249K | Buy |
2,679
+148
| +6% | +$13.8K | 0.24% | 56 |
|
|
2022
Q4 | $207K | Sell |
2,531
-904
| -26% | -$73.9K | 0.18% | 67 |
|
|
2022
Q3 | $210K | Hold |
3,435
| – | – | 0.19% | 69 |
|
|
2022
Q2 | $240K | Buy |
3,435
+675
| +24% | +$47.2K | 0.24% | 54 |
|
|
2022
Q1 | $228K | Hold |
2,760
| – | – | 0.22% | 49 |
|
|
2021
Q4 | $241K | Buy |
+2,760
| New | +$241K | 0.22% | 48 |
|