Wambolt & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
3,765
+299
| +9% | +$65.5K | 0.28% | 93 |
|
|
2025
Q1 | $492K | Sell |
3,466
-27
| -0.8% | -$3.83K | 0.17% | 116 |
|
|
2024
Q4 | $582K | Sell |
3,493
-918
| -21% | -$153K | 0.19% | 110 |
|
|
2024
Q3 | $737K | Buy |
4,411
+7
| +0.2% | +$1.17K | 0.2% | 102 |
|
|
2024
Q2 | $630K | Buy |
4,404
+8
| +0.2% | +$1.15K | 0.18% | 111 |
|
|
2024
Q1 | $552K | Buy |
4,396
+325
| +8% | +$40.8K | 0.17% | 129 |
|
|
2023
Q4 | $429K | Sell |
4,071
-172
| -4% | -$18.1K | 0.14% | 176 |
|
|
2023
Q3 | $453K | Buy |
4,243
+531
| +14% | +$56.7K | 0.16% | 171 |
|
|
2023
Q2 | $442K | Sell |
3,712
-322
| -8% | -$38.4K | 0.16% | 174 |
|
|
2023
Q1 | $379K | Sell |
4,034
-1,820
| -31% | -$171K | 0.13% | 186 |
|
|
2022
Q4 | $478K | Sell |
5,854
-799
| -12% | -$65.3K | 0.18% | 158 |
|
|
2022
Q3 | $406K | Sell |
6,653
-68
| -1% | -$4.15K | 0.17% | 159 |
|
|
2022
Q2 | $470K | Buy |
6,721
+9
| +0.1% | +$629 | 0.19% | 153 |
|
|
2022
Q1 | $550K | Buy |
6,712
+84
| +1% | +$6.88K | 0.2% | 148 |
|
|
2021
Q4 | $578K | Sell |
6,628
-227
| -3% | -$19.8K | 0.21% | 144 |
|
|
2021
Q3 | $615K | Buy |
6,855
+8
| +0.1% | +$718 | 0.25% | 130 |
|
|
2021
Q2 | $545K | Buy |
6,847
+609
| +10% | +$48.5K | 0.23% | 138 |
|
|
2021
Q1 | $448K | Buy |
6,238
+9
| +0.1% | +$646 | 0.23% | 142 |
|
|
2020
Q4 | $403K | Buy |
6,229
+9
| +0.1% | +$582 | 0.24% | 137 |
|
|
2020
Q3 | $371K | Buy |
6,220
+9
| +0.1% | +$537 | 0.28% | 129 |
|
|
2020
Q2 | $343K | Buy |
6,211
+10
| +0.2% | +$552 | 0.27% | 132 |
|
|
2020
Q1 | $300K | Buy |
6,201
+9
| +0.1% | +$435 | 0.31% | 115 |
|
|
2019
Q4 | $328K | Buy |
6,192
+10
| +0.2% | +$530 | 0.25% | 127 |
|
|
2019
Q3 | $340K | Sell |
6,182
-141
| -2% | -$7.76K | 0.28% | 117 |
|
|
2019
Q2 | $360K | Buy |
6,323
+9
| +0.1% | +$512 | 0.3% | 116 |
|
|
2019
Q1 | $340K | Sell |
6,314
-46
| -0.7% | -$2.48K | 0.31% | 108 |
|
|
2018
Q4 | $287K | Buy |
+6,360
| New | +$287K | 0.32% | 106 |
|