Strategic Wealth Partners’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 | $21.9M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $8.59M | Sell |
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|
2024
Q2 | $8.66M | Buy |
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|
2024
Q1 | $7.35M | Buy |
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|
2023
Q4 | $5.73M | Buy |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $4.33M | Sell |
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|
2023
Q1 | $6.23M | Buy |
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|
2022
Q4 | $5.44M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $302K | Sell |
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|
2019
Q3 | $92.3K | Sell |
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|
2019
Q2 | $706K | Buy |
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|
2019
Q1 | $587K | Buy |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $369K | Sell |
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|
2018
Q2 | $328K | Sell |
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|
2018
Q1 | $648K | Sell |
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|
2017
Q4 | $776K | Buy |
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