Wealth Dimensions Group’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
$1.04M Sell
2025
Q1
$665K Sell
2024
Q4
$802K Sell
2024
Q3
$825K Sell
2024
Q2
$717K Buy
2024
Q1
$593K Sell
2023
Q4
$505K Sell
2023
Q3
$592K Buy
2023
Q2
$657K Buy
2023
Q1
$439K Buy
2022
Q4
$267K Sell
2022
Q3
$202K Hold
2022
Q2
$231K Hold
2022
Q1
$274K Sell
2021
Q4
$292K Buy
2021
Q3
$240K Hold
2021
Q2
$214K Sell
2021
Q1
$204K Buy