Tanager Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Hold |
2,831
| – | – | 0.07% | 69 |
|
|
2025
Q1 | $396K | Buy |
2,831
+730
| +35% | +$102K | 0.05% | 78 |
|
|
2024
Q4 | $350K | Sell |
2,101
-45
| -2% | -$7.5K | 0.05% | 76 |
|
|
2024
Q3 | $366K | Sell |
2,146
-104
| -5% | -$17.7K | 0.05% | 77 |
|
|
2024
Q2 | $318K | Buy |
2,250
+136
| +6% | +$19.2K | 0.05% | 72 |
|
|
2024
Q1 | $266K | Hold |
2,114
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $223K | Buy |
+2,114
| New | +$223K | 0.04% | 75 |
|
|
2023
Q3 | – | Sell |
-1,945
| Closed | -$232K | – | 82 |
|
|
2023
Q2 | $232K | Buy |
+1,945
| New | +$232K | 0.05% | 75 |
|
|
2023
Q1 | – | Sell |
-2,798
| Closed | -$229K | – | 84 |
|
|
2022
Q4 | $229K | Buy |
+2,798
| New | +$229K | 0.06% | 67 |
|