Trueblood Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.06M | Buy |
14,013
+364
| +3% | +$79.6K | 1.28% | 10 |
|
2025
Q1 | $1.91M | Buy |
13,649
+953
| +8% | +$133K | 0.89% | 21 |
|
2024
Q4 | $2.12M | Buy |
12,696
+2
| +0% | +$333 | 1.04% | 16 |
|
2024
Q3 | $2.16M | Buy |
12,694
+443
| +4% | +$75.5K | 1.09% | 14 |
|
2024
Q2 | $1.73M | Buy |
12,251
+101
| +0.8% | +$14.3K | 0.98% | 18 |
|
2024
Q1 | $1.53M | Sell |
12,150
-471
| -4% | -$59.2K | 0.87% | 25 |
|
2023
Q4 | $1.33M | Buy |
+12,621
| New | +$1.33M | 0.83% | 27 |
|