Waypoint Capital Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$720K Buy
2024
Q2
$580K Buy
2024
Q1
$505K Buy
2023
Q4
$416K Sell
2023
Q3
$422K Buy
2023
Q2
$422K Buy
2023
Q1
$324K Sell
2022
Q4
$285K Sell
2022
Q3
$214K Buy
2022
Q2
$235K Sell
2022
Q1
$288K Buy
2021
Q4
$294K Buy