Waypoint Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Buy |
4,438
+664
| +18% | +$145K | 0.24% | 30 |
|
|
2025
Q1 | $528K | Sell |
3,774
-199
| -5% | -$27.8K | 0.15% | 38 |
|
|
2024
Q4 | $662K | Hold |
3,973
| – | – | 0.18% | 35 |
|
|
2024
Q3 | $677K | Buy |
3,973
+199
| +5% | +$33.9K | 0.18% | 35 |
|
|
2024
Q2 | $533K | Sell |
3,774
-104
| -3% | -$14.7K | 0.16% | 37 |
|
|
2024
Q1 | $487K | Sell |
3,878
-488
| -11% | -$61.3K | 0.14% | 44 |
|
|
2023
Q4 | $460K | Buy |
4,366
+288
| +7% | +$30.4K | 0.14% | 46 |
|
|
2023
Q3 | $432K | Hold |
4,078
| – | – | 0.15% | 44 |
|
|
2023
Q2 | $486K | Buy |
4,078
+200
| +5% | +$23.8K | 0.17% | 33 |
|
|
2023
Q1 | $360K | Sell |
3,878
-250
| -6% | -$23.2K | 0.13% | 44 |
|
|
2022
Q4 | $337K | Buy |
4,128
+65
| +2% | +$5.31K | 0.13% | 38 |
|
|
2022
Q3 | $248K | Buy |
+4,063
| New | +$248K | 0.1% | 50 |
|