TriaGen Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $494K | Sell |
3,357
-339
| -9% | -$55.1K | 0.13% | 115 |
|
|
2025
Q4 | $720K | Hold |
3,696
| – | – | 0.19% | 101 |
|
|
2025
Q3 | $1.04M | Hold |
3,696
| – | – | 0.27% | 84 |
|
|
2025
Q2 | $808K | Buy |
3,696
+104
| +3% | +$16.8K | 0.24% | 87 |
|
|
2025
Q1 | $502K | Sell |
3,592
-29
| -0.8% | -$4.72K | 0.18% | 106 |
|
|
2024
Q4 | $603K | Hold |
3,621
| – | – | 0.2% | 91 |
|
|
2024
Q3 | $617K | Hold |
3,621
| – | – | 0.21% | 94 |
|
|
2024
Q2 | $511K | Hold |
3,621
| – | – | 0.2% | 98 |
|
|
2024
Q1 | $455K | Hold |
3,621
| – | – | 0.19% | 102 |
|
|
2023
Q4 | $382K | Sell |
3,621
-6,740
| -65% | -$736K | 0.18% | 109 |
|
|
2023
Q3 | $1.1M | Buy |
10,361
+6,740
| +186% | +$780K | 0.56% | 56 |
|
|
2023
Q2 | $431K | Hold |
3,621
| – | – | 0.2% | 108 |
|
|
2023
Q1 | $336K | Sell |
3,621
-43
| -1% | -$3.77K | 0.17% | 111 |
|
|
2022
Q4 | $299K | Buy |
3,664
+43
| +1% | +$3.27K | 0.17% | 130 |
|
|
2022
Q3 | $221K | Hold |
3,621
| – | – | 0.12% | 148 |
|
|
2022
Q2 | $253K | Hold |
3,621
| – | – | 0.18% | 126 |
|
|
2022
Q1 | $300K | Sell |
3,621
-5,303
| -59% | -$429K | 0.16% | 138 |
|
|
2021
Q4 | $778K | Buy |
8,924
+5,303
| +146% | +$498K | 0.38% | 77 |
|
|
2021
Q3 | $315K | Sell |
3,621
-100
| -3% | -$8.83K | 0.17% | 139 |
|
|
2021
Q2 | $324K | Sell |
3,721
-100
| -3% | -$7.83K | 0.17% | 140 |
|
|
2021
Q1 | $268K | Sell |
3,821
-500
| -12% | -$32.4K | 0.15% | 142 |
|
|
2020
Q4 | $280K | Buy |
+4,321
| New | +$257K | 0.16% | 138 |
|
Other funds holding ORCL
VCM
VPM
