Waypoint Wealth Partners’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 | $970K | Buy |
|
|||||
|
2025
Q1 | $528K | Sell |
|
|||||
|
2024
Q4 | $662K | Hold |
|
|||||
|
2024
Q3 | $677K | Buy |
|
|||||
|
2024
Q2 | $533K | Sell |
|
|||||
|
2024
Q1 | $487K | Sell |
|
|||||
|
2023
Q4 | $460K | Buy |
|
|||||
|
2023
Q3 | $432K | Hold |
|
|||||
|
2023
Q2 | $486K | Buy |
|
|||||
|
2023
Q1 | $360K | Sell |
|
|||||
|
2022
Q4 | $337K | Buy |
|
|||||
|
2022
Q3 | $248K | Buy |
|