Summit Wealth 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
Q3 | $565K | Hold |
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|
2025
Q2 | $439K | Hold |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $352K | Hold |
|
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|
2024
Q3 | $360K | Hold |
|
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|
2024
Q2 | $298K | Buy |
|
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $2K | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $121K | Buy |
|