Total Clarity 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 | $789K | Sell |
3,610
-699
| -16% | -$153K | 0.23% | 113 |
|
2025
Q1 | $718K | Hold |
4,309
| – | – | 0.23% | 110 |
|
2024
Q4 | $718K | Sell |
4,309
-136
| -3% | -$22.7K | 0.23% | 110 |
|
2024
Q3 | $757K | Buy |
4,445
+762
| +21% | +$130K | 0.24% | 112 |
|
2024
Q2 | $520K | Buy |
3,683
+301
| +9% | +$42.5K | 0.18% | 130 |
|
2024
Q1 | $425K | Hold |
3,382
| – | – | 0.15% | 160 |
|
2023
Q4 | $357K | Hold |
3,382
| – | – | 0.15% | 158 |
|
2023
Q3 | $358K | Buy |
3,382
+189
| +6% | +$20K | 0.17% | 142 |
|
2023
Q2 | $380K | Hold |
3,193
| – | – | 0.19% | 130 |
|
2023
Q1 | $297K | Sell |
3,193
-166
| -5% | -$15.4K | 0.16% | 126 |
|
2022
Q4 | $275K | Buy |
+3,359
| New | +$275K | 0.14% | 170 |
|
2022
Q3 | – | Sell |
-2,934
| Closed | -$205K | – | 745 |
|
2022
Q2 | $205K | Hold |
2,934
| – | – | 0.11% | 201 |
|
2022
Q1 | $243K | Hold |
2,934
| – | – | 0.13% | 188 |
|
2021
Q4 | $256K | Hold |
2,934
| – | – | 0.12% | 181 |
|
2021
Q3 | $256K | Hold |
2,934
| – | – | 0.12% | 192 |
|
2021
Q2 | $228K | Hold |
2,934
| – | – | 0.13% | 191 |
|
2021
Q1 | $206K | Buy |
+2,934
| New | +$206K | 0.12% | 173 |
|
2020
Q1 | – | Sell |
-3,433
| Closed | -$182K | – | 456 |
|
2019
Q4 | $182K | Buy |
+3,433
| New | +$182K | 0.14% | 128 |
|