Waterfront Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
3,184
+298
| +10% | +$65.1K | 0.16% | 174 |
|
|
2025
Q1 | $403K | Sell |
2,886
-100
| -3% | -$14K | 0.1% | 195 |
|
|
2024
Q4 | $498K | Sell |
2,986
-951
| -24% | -$158K | 0.12% | 178 |
|
|
2024
Q3 | $682K | Sell |
3,937
-1,254
| -24% | -$217K | 0.17% | 165 |
|
|
2024
Q2 | $733K | Sell |
5,191
-9
| -0.2% | -$1.27K | 0.2% | 151 |
|
|
2024
Q1 | $606K | Buy |
5,200
+54
| +1% | +$6.3K | 0.17% | 160 |
|
|
2023
Q4 | $543K | Sell |
5,146
-51
| -1% | -$5.38K | 0.16% | 161 |
|
|
2023
Q3 | $541K | Sell |
5,197
-1,347
| -21% | -$140K | 0.18% | 155 |
|
|
2023
Q2 | $772K | Sell |
6,544
-24
| -0.4% | -$2.83K | 0.23% | 129 |
|
|
2023
Q1 | $610K | Sell |
6,568
-727
| -10% | -$67.6K | 0.2% | 144 |
|
|
2022
Q4 | $649K | Sell |
7,295
-49
| -0.7% | -$4.36K | 0.22% | 141 |
|
|
2022
Q3 | $554K | Sell |
7,344
-17
| -0.2% | -$1.28K | 0.21% | 137 |
|
|
2022
Q2 | $514K | Buy |
7,361
+1,500
| +26% | +$105K | 0.21% | 135 |
|
|
2022
Q1 | $478K | Hold |
5,861
| – | – | 0.17% | 137 |
|
|
2021
Q4 | $511K | Buy |
5,861
+46
| +0.8% | +$4.01K | 0.2% | 119 |
|
|
2021
Q3 | $507K | Sell |
5,815
-3,087
| -35% | -$269K | 0.25% | 99 |
|
|
2021
Q2 | $693K | Sell |
8,902
-4,737
| -35% | -$369K | 0.33% | 77 |
|
|
2021
Q1 | $979K | Buy |
13,639
+625
| +5% | +$44.9K | 0.49% | 54 |
|
|
2020
Q4 | $842K | Buy |
+13,014
| New | +$842K | 0.6% | 42 |
|