Wallace Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
9,999
+1,659
| +20% | +$232K | 1.01% | 24 |
|
|
2025
Q1 | $1.39M | Buy |
8,340
+1,922
| +30% | +$320K | 0.96% | 23 |
|
|
2024
Q4 | $1.09M | Buy |
+6,418
| New | +$1.09M | 0.76% | 31 |
|
|
2023
Q1 | – | Sell |
-2,553
| Closed | -$209K | – | 185 |
|
|
2022
Q4 | $209K | Buy |
+2,553
| New | +$209K | 0.16% | 142 |
|