Tyler-Stone Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
4,278
-121
| -3% | -$26.5K | 0.15% | 123 |
|
|
2025
Q1 | $615K | Sell |
4,399
-76
| -2% | -$10.6K | 0.11% | 169 |
|
|
2024
Q4 | $746K | Buy |
4,475
+122
| +3% | +$20.3K | 0.13% | 140 |
|
|
2024
Q3 | $742K | Buy |
4,353
+2,393
| +122% | +$408K | 0.14% | 140 |
|
|
2024
Q2 | $277K | Sell |
1,960
-50
| -2% | -$7.06K | 0.11% | 156 |
|
|
2024
Q1 | $252K | Sell |
2,010
-20
| -1% | -$2.51K | 0.11% | 166 |
|
|
2023
Q4 | $214K | Hold |
2,030
| – | – | 0.11% | 171 |
|
|
2023
Q3 | $215K | Hold |
2,030
| – | – | 0.12% | 148 |
|
|
2023
Q2 | $242K | Buy |
+2,030
| New | +$242K | 0.14% | 140 |
|
|
2022
Q4 | $158K | Hold |
1,930
| – | – | 0.11% | 171 |
|
|
2022
Q3 | $118K | Hold |
1,930
| – | – | 0.09% | 193 |
|
|
2022
Q2 | $135K | Hold |
1,930
| – | – | 0.09% | 198 |
|
|
2022
Q1 | $160K | Hold |
1,930
| – | – | 0.09% | 201 |
|
|
2021
Q4 | $168K | Buy |
+1,930
| New | +$168K | 0.09% | 208 |
|