Sound View Wealth Advisors Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.78M | Sell |
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|
2024
Q3 | $3.88M | Buy |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $973K | Sell |
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|
2020
Q2 | $909K | Buy |
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|
2020
Q1 | $762K | Sell |
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|
2019
Q4 | $848K | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.13M | Buy |
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