Wealth Management 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 | $313K | Buy |
+1,347
| New | +$313K | 0.11% | 110 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$218K | – | 109 |
|
|
2022
Q1 | $218K | Hold |
3,000
| – | – | 0.16% | 102 |
|
|
2021
Q4 | $264K | Sell |
3,000
-411
| -12% | -$36.2K | 0.18% | 93 |
|
|
2021
Q3 | $297K | Buy |
3,411
+390
| +13% | +$34K | 0.22% | 90 |
|
|
2021
Q2 | $235K | Buy |
+3,021
| New | +$235K | 0.16% | 106 |
|