TRUE Private Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
2,354
+321
| +16% | +$70.2K | 0.06% | 143 |
|
|
2025
Q1 | $284K | Buy |
2,033
+52
| +3% | +$7.27K | 0.03% | 192 |
|
|
2024
Q4 | $330K | Sell |
1,981
-18
| -0.9% | -$3K | 0.04% | 172 |
|
|
2024
Q3 | $341K | Sell |
1,999
-4,730
| -70% | -$806K | 0.04% | 157 |
|
|
2024
Q2 | $950K | Buy |
6,729
+315
| +5% | +$44.5K | 0.11% | 100 |
|
|
2024
Q1 | $806K | Buy |
6,414
+395
| +7% | +$49.6K | 0.09% | 110 |
|
|
2023
Q4 | $635K | Buy |
6,019
+979
| +19% | +$103K | 0.08% | 131 |
|
|
2023
Q3 | $534K | Buy |
5,040
+563
| +13% | +$59.6K | 0.07% | 133 |
|
|
2023
Q2 | $533K | Buy |
4,477
+98
| +2% | +$11.7K | 0.08% | 126 |
|
|
2023
Q1 | $407K | Sell |
4,379
-185
| -4% | -$17.2K | 0.06% | 141 |
|
|
2022
Q4 | $373K | Buy |
4,564
+248
| +6% | +$20.3K | 0.06% | 140 |
|
|
2022
Q3 | $263K | Buy |
4,316
+93
| +2% | +$5.67K | 0.04% | 169 |
|
|
2022
Q2 | $295K | Sell |
4,223
-922
| -18% | -$64.4K | 0.04% | 162 |
|
|
2022
Q1 | $386K | Sell |
5,145
-270
| -5% | -$20.3K | 0.05% | 147 |
|
|
2021
Q4 | $472K | Sell |
5,415
-1,443
| -21% | -$126K | 0.07% | 154 |
|
|
2021
Q3 | $597K | Sell |
6,858
-101
| -1% | -$8.79K | 0.09% | 135 |
|
|
2021
Q2 | $541K | Sell |
6,959
-2,419
| -26% | -$188K | 0.08% | 134 |
|
|
2021
Q1 | $658K | Buy |
9,378
+4,079
| +77% | +$286K | 0.11% | 115 |
|
|
2020
Q4 | $342K | Buy |
5,299
+759
| +17% | +$49K | 0.06% | 150 |
|
|
2020
Q3 | $271K | Buy |
4,540
+1,874
| +70% | +$112K | 0.05% | 159 |
|
|
2020
Q2 | $147K | Hold |
2,666
| – | – | 0.03% | 198 |
|
|
2020
Q1 | $128K | Sell |
2,666
-8,149
| -75% | -$391K | 0.03% | 178 |
|
|
2019
Q4 | $572K | Sell |
10,815
-151
| -1% | -$7.99K | 0.09% | 122 |
|
|
2019
Q3 | $603K | Sell |
10,966
-12
| -0.1% | -$660 | 0.1% | 112 |
|
|
2019
Q2 | $625K | Buy |
10,978
+258
| +2% | +$14.7K | 0.11% | 104 |
|
|
2019
Q1 | $575K | Buy |
10,720
+4,178
| +64% | +$224K | 0.11% | 101 |
|
|
2018
Q4 | $295K | Sell |
6,542
-5,970
| -48% | -$269K | 0.05% | 186 |
|
|
2018
Q3 | $645K | Sell |
12,512
-55
| -0.4% | -$2.84K | 0.09% | 145 |
|
|
2018
Q2 | $553K | Buy |
12,567
+2,255
| +22% | +$99.2K | 0.09% | 148 |
|
|
2018
Q1 | $471K | Buy |
10,312
+983
| +11% | +$44.9K | 0.08% | 141 |
|
|
2017
Q4 | $441K | Buy |
+9,329
| New | +$441K | 0.08% | 144 |
|