Synergy Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-275
| Closed | -$46.9K | – | 598 |
|
|
2024
Q4 | $46.9K | Buy |
+275
| New | +$46.9K | ﹤0.01% | 280 |
|
|
2021
Q3 | – | Sell |
-3,943
| Closed | -$307K | – | 120 |
|
|
2021
Q2 | $307K | Hold |
3,943
| – | – | 0.08% | 73 |
|
|
2021
Q1 | $277K | Hold |
3,943
| – | – | 0.08% | 74 |
|
|
2020
Q4 | $255K | Buy |
+3,943
| New | +$255K | 0.08% | 65 |
|