Wade Financial Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $420K | Sell |
3,003
-235
| -7% | -$32.9K | 0.14% | 54 |
|
|
2024
Q4 | $540K | Sell |
3,238
-130
| -4% | -$21.7K | 0.18% | 51 |
|
|
2024
Q3 | $574K | Hold |
3,368
| – | – | 0.19% | 50 |
|
|
2024
Q2 | $476K | Hold |
3,368
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $423K | Hold |
3,368
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $355K | Sell |
3,368
-20
| -0.6% | -$2.11K | 0.13% | 62 |
|
|
2023
Q3 | $359K | Sell |
3,388
-661
| -16% | -$70K | 0.15% | 60 |
|
|
2023
Q2 | $482K | Hold |
4,049
| – | – | 0.19% | 55 |
|
|
2023
Q1 | $376K | Sell |
4,049
-2,957
| -42% | -$275K | 0.16% | 58 |
|
|
2022
Q4 | $573K | Hold |
7,006
| – | – | 0.26% | 46 |
|
|
2022
Q3 | $428K | Buy |
7,006
+2,957
| +73% | +$181K | 0.21% | 56 |
|
|
2022
Q2 | $283K | Sell |
4,049
-11
| -0.3% | -$769 | 0.13% | 68 |
|
|
2022
Q1 | $336K | Buy |
4,060
+1,250
| +44% | +$103K | 0.14% | 63 |
|
|
2021
Q4 | $245K | Buy |
2,810
+100
| +4% | +$8.72K | 0.13% | 69 |
|
|
2021
Q3 | $236K | Hold |
2,710
| – | – | 0.13% | 69 |
|
|
2021
Q2 | $211K | Buy |
+2,710
| New | +$211K | 0.12% | 71 |
|