Walled Lake Planning & Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $351K | Buy |
|
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $258K | Buy |
|
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $130K | Buy |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $144K | Buy |
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|
2020
Q1 | $126K | Buy |
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|
2019
Q4 | $137K | Buy |
|