Soundmark Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,582
| Closed | -$324K | – | 40 |
|
|
2024
Q1 | $324K | Hold |
2,582
| – | – | 0.14% | 53 |
|
|
2023
Q4 | $272K | Hold |
2,582
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $273K | Buy |
+2,582
| New | +$273K | 0.15% | 52 |
|
|
2021
Q4 | – | Sell |
-3,414
| Closed | -$297K | – | 69 |
|
|
2021
Q3 | $297K | Sell |
3,414
-84
| -2% | -$7.31K | 0.11% | 59 |
|
|
2021
Q2 | $273K | Buy |
3,498
+350
| +11% | +$27.3K | 0.11% | 52 |
|
|
2021
Q1 | $221K | Hold |
3,148
| – | – | 0.12% | 58 |
|
|
2020
Q4 | $204K | Buy |
+3,148
| New | +$204K | 0.13% | 59 |
|