Smallwood Wealth Investment 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 | $733K | Buy |
|
|||||
|
2025
Q2 | $568K | Buy |
|
|||||
|
2025
Q1 | $363K | Buy |
|
|||||
|
2024
Q4 | $432K | Hold |
|
|||||
|
2024
Q3 | $442K | Sell |
|
|||||
|
2024
Q2 | $380K | Buy |
|
|||||
|
2024
Q1 | $338K | Buy |
|
|||||
|
2023
Q4 | $283K | Buy |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $319K | Buy |
|
|||||
|
2023
Q1 | $249K | Buy |
|
|||||
|
2022
Q4 | $207K | Sell |
|
|||||
|
2022
Q3 | $210K | Hold |
|
|||||
|
2022
Q2 | $240K | Buy |
|
|||||
|
2022
Q1 | $228K | Hold |
|
|||||
|
2021
Q4 | $241K | Buy |
|