Summit Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
3,076
-25
| -0.8% | -$5.47K | 0.13% | 108 |
|
|
2025
Q1 | $434K | Sell |
3,101
-635
| -17% | -$88.8K | 0.09% | 136 |
|
|
2024
Q4 | $623K | Buy |
3,736
+364
| +11% | +$60.7K | 0.13% | 112 |
|
|
2024
Q3 | $575K | Hold |
3,372
| – | – | 0.11% | 129 |
|
|
2024
Q2 | $476K | Sell |
3,372
-350
| -9% | -$49.4K | 0.1% | 137 |
|
|
2024
Q1 | $468K | Hold |
3,722
| – | – | 0.1% | 137 |
|
|
2023
Q4 | $392K | Buy |
+3,722
| New | +$392K | 0.09% | 137 |
|