Twin City Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Sell |
5,388
-1,933
| -26% | -$423K | 0.96% | 37 |
|
2025
Q1 | $1.02M | Sell |
7,321
-3,202
| -30% | -$448K | 0.9% | 43 |
|
2024
Q4 | $1.75M | Sell |
10,523
-325
| -3% | -$54.2K | 1.55% | 23 |
|
2024
Q3 | $1.85M | Buy |
10,848
+482
| +5% | +$82.1K | 1.6% | 23 |
|
2024
Q2 | $1.46M | Buy |
10,366
+320
| +3% | +$45.2K | 1.38% | 34 |
|
2024
Q1 | $1.26M | Buy |
+10,046
| New | +$1.26M | 1.24% | 37 |
|