Smith Salley Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
3,872
-720
| -16% | -$157K | 0.05% | 152 |
|
|
2025
Q1 | $642K | Buy |
4,592
+412
| +10% | +$57.6K | 0.04% | 162 |
|
|
2024
Q4 | $697K | Buy |
4,180
+71
| +2% | +$11.8K | 0.04% | 159 |
|
|
2024
Q3 | $700K | Buy |
4,109
+495
| +14% | +$84.3K | 0.05% | 158 |
|
|
2024
Q2 | $510K | Sell |
3,614
-529
| -13% | -$74.7K | 0.04% | 163 |
|
|
2024
Q1 | $520K | Buy |
4,143
+43
| +1% | +$5.4K | 0.04% | 164 |
|
|
2023
Q4 | $432K | Buy |
+4,100
| New | +$432K | 0.03% | 189 |
|
|
2016
Q2 | – | Sell |
-5,373
| Closed | -$220K | – | 167 |
|
|
2016
Q1 | $220K | Sell |
5,373
-600
| -10% | -$24.6K | 0.06% | 144 |
|
|
2015
Q4 | $218K | Sell |
5,973
-323
| -5% | -$11.8K | 0.05% | 145 |
|
|
2015
Q3 | $227K | Sell |
6,296
-120,256
| -95% | -$4.34M | 0.06% | 139 |
|
|
2015
Q2 | $5.1M | Buy |
126,552
+4,334
| +4% | +$175K | 1.3% | 30 |
|
|
2015
Q1 | $5.27M | Buy |
122,218
+17,906
| +17% | +$773K | 1.34% | 24 |
|
|
2014
Q4 | $4.69M | Buy |
104,312
+11,195
| +12% | +$503K | 1.22% | 29 |
|
|
2014
Q3 | $3.56M | Buy |
93,117
+7,989
| +9% | +$306K | 0.95% | 37 |
|
|
2014
Q2 | $3.45M | Buy |
85,128
+17,900
| +27% | +$725K | 0.92% | 35 |
|
|
2014
Q1 | $2.75M | Buy |
67,228
+284
| +0.4% | +$11.6K | 1.72% | 20 |
|
|
2013
Q4 | $2.56M | Buy |
+66,944
| New | +$2.56M | 1.67% | 24 |
|
|
2013
Q3 | – | Sell |
-8,084
| Closed | -$248K | – | 97 |
|
|
2013
Q2 | $248K | Buy |
+8,084
| New | +$248K | 0.2% | 76 |
|