Transatlantique Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
7,675
-735
| -9% | -$161K | 0.62% | 45 |
|
|
2025
Q1 | $1.18M | Sell |
8,410
-77
| -0.9% | -$10.8K | 0.47% | 59 |
|
|
2024
Q4 | $1.41M | Hold |
8,487
| – | – | 0.54% | 50 |
|
|
2024
Q3 | $1.45M | Buy |
8,487
+4,552
| +116% | +$776K | 0.55% | 48 |
|
|
2024
Q2 | $556K | Sell |
3,935
-468
| -11% | -$66.1K | 0.23% | 121 |
|
|
2024
Q1 | $553K | Buy |
4,403
+1,592
| +57% | +$200K | 0.24% | 138 |
|
|
2023
Q4 | $296K | Buy |
+2,811
| New | +$296K | 0.14% | 184 |
|