TrueWealth 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 | $1.14M | Buy |
5,221
+117
| +2% | +$25.6K | 0.34% | 61 |
|
|
2025
Q1 | $714K | Buy |
5,104
+236
| +5% | +$33K | 0.23% | 77 |
|
|
2024
Q4 | $811K | Buy |
4,868
+359
| +8% | +$59.8K | 0.27% | 76 |
|
|
2024
Q3 | $768K | Buy |
4,509
+771
| +21% | +$131K | 0.26% | 77 |
|
|
2024
Q2 | $528K | Buy |
3,738
+631
| +20% | +$89.1K | 0.2% | 91 |
|
|
2024
Q1 | $390K | Buy |
3,107
+1,086
| +54% | +$136K | 0.15% | 108 |
|
|
2023
Q4 | $213K | Buy |
2,021
+123
| +6% | +$13K | 0.08% | 186 |
|
|
2023
Q3 | $201K | Buy |
1,898
+3
| +0.2% | +$318 | 0.08% | 192 |
|
|
2023
Q2 | $226K | Buy |
+1,895
| New | +$226K | 0.09% | 170 |
|