Triad Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
3,672
+1,264
| +52% | +$276K | 0.16% | 102 |
|
|
2025
Q1 | $337K | Buy |
2,408
+753
| +45% | +$105K | 0.1% | 145 |
|
|
2024
Q4 | $276K | Buy |
+1,655
| New | +$276K | 0.1% | 147 |
|
|
2024
Q3 | – | Sell |
-991
| Closed | -$140K | – | 635 |
|
|
2024
Q2 | $140K | Buy |
+991
| New | +$140K | 0.07% | 120 |
|