Transform Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.28M | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.73M | Sell |
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|
2019
Q3 | $4.52M | Sell |
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|
2019
Q2 | $4.79M | Sell |
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|
2019
Q1 | $4.81M | Buy |
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|
2018
Q4 | $2.45M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $3.36M | Buy |
|