Wade Financial Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $540K | Sell |
|
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|
2024
Q3 | $574K | Hold |
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|
2024
Q2 | $476K | Hold |
|
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|
2024
Q1 | $423K | Hold |
|
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|
2023
Q4 | $355K | Sell |
|
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|
2023
Q3 | $359K | Sell |
|
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|
2023
Q2 | $482K | Hold |
|
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|
2023
Q1 | $376K | Sell |
|
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|
2022
Q4 | $573K | Hold |
|
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|
2022
Q3 | $428K | Buy |
|
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $211K | Buy |
|