Stone Summit Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
2,694
-23
| -0.8% | -$5.03K | 0.18% | 88 |
|
|
2025
Q1 | $380K | Sell |
2,717
-31
| -1% | -$4.34K | 0.13% | 112 |
|
|
2024
Q4 | $458K | Sell |
2,748
-142
| -5% | -$23.7K | 0.15% | 103 |
|
|
2024
Q3 | $492K | Sell |
2,890
-152
| -5% | -$25.9K | 0.16% | 103 |
|
|
2024
Q2 | $430K | Sell |
3,042
-122
| -4% | -$17.2K | 0.15% | 104 |
|
|
2024
Q1 | $397K | Buy |
3,164
+14
| +0.4% | +$1.76K | 0.14% | 111 |
|
|
2023
Q4 | $332K | Sell |
3,150
-56
| -2% | -$5.9K | 0.13% | 117 |
|
|
2023
Q3 | $340K | Buy |
3,206
+606
| +23% | +$64.2K | 0.15% | 116 |
|
|
2023
Q2 | $310K | Buy |
+2,600
| New | +$310K | 0.13% | 118 |
|