TD Private Client Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
15,109
-672
| -4% | -$147K | 0.08% | 176 |
|
|
2025
Q1 | $2.21M | Sell |
15,781
-2,703
| -15% | -$378K | 0.06% | 207 |
|
|
2024
Q4 | $3.08M | Sell |
18,484
-2,271
| -11% | -$378K | 0.09% | 168 |
|
|
2024
Q3 | $3.54M | Sell |
20,755
-1,217
| -6% | -$207K | 0.1% | 157 |
|
|
2024
Q2 | $3.1M | Buy |
21,972
+510
| +2% | +$72K | 0.1% | 150 |
|
|
2024
Q1 | $2.7M | Buy |
21,462
+1,921
| +10% | +$242K | 0.09% | 184 |
|
|
2023
Q4 | $2.06M | Buy |
19,541
+6,522
| +50% | +$688K | 0.07% | 213 |
|
|
2023
Q3 | $1.38M | Sell |
13,019
-1,147
| -8% | -$121K | 0.06% | 270 |
|
|
2023
Q2 | $1.69M | Sell |
14,166
-514
| -4% | -$61.2K | 0.07% | 245 |
|
|
2023
Q1 | $1.36M | Buy |
14,680
+4,013
| +38% | +$373K | 0.06% | 277 |
|
|
2022
Q4 | $872K | Sell |
10,667
-1,801
| -14% | -$147K | 0.04% | 344 |
|
|
2022
Q3 | $761K | Buy |
12,468
+162
| +1% | +$9.89K | 0.04% | 348 |
|
|
2022
Q2 | $860K | Sell |
12,306
-322
| -3% | -$22.5K | 0.04% | 339 |
|
|
2022
Q1 | $1.04M | Buy |
12,628
+1,081
| +9% | +$89.4K | 0.04% | 330 |
|
|
2021
Q4 | $1.01M | Sell |
11,547
-5,981
| -34% | -$522K | 0.04% | 338 |
|
|
2021
Q3 | $1.53M | Sell |
17,528
-5,270
| -23% | -$459K | 0.07% | 277 |
|
|
2021
Q2 | $1.77M | Sell |
22,798
-1,584
| -6% | -$123K | 0.08% | 258 |
|
|
2021
Q1 | $1.71M | Sell |
24,382
-1,071
| -4% | -$75.2K | 0.08% | 254 |
|
|
2020
Q4 | $1.65M | Sell |
25,453
-5,300
| -17% | -$343K | 0.08% | 242 |
|
|
2020
Q3 | $1.84M | Sell |
30,753
-9,007
| -23% | -$538K | 0.1% | 205 |
|
|
2020
Q2 | $2.2M | Sell |
39,760
-10,432
| -21% | -$577K | 0.13% | 171 |
|
|
2020
Q1 | $2.43M | Sell |
50,192
-16,802
| -25% | -$812K | 0.17% | 124 |
|
|
2019
Q4 | $3.55M | Buy |
+66,994
| New | +$3.55M | 0.21% | 121 |
|