WealthBridge Investment Counsel’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
78,255
+550
| +0.7% | +$120K | 5.55% | 2 |
|
|
2025
Q1 | $10.9M | Buy |
77,705
+80
| +0.1% | +$11.2K | 3.95% | 4 |
|
|
2024
Q4 | $12.9M | Sell |
77,625
-4,500
| -5% | -$750K | 4.75% | 3 |
|
|
2024
Q3 | $14M | Buy |
82,125
+75
| +0.1% | +$12.8K | 4.97% | 1 |
|
|
2024
Q2 | $11.6M | Sell |
82,050
-725
| -0.9% | -$102K | 4.43% | 2 |
|
|
2024
Q1 | $10.4M | Buy |
82,775
+790
| +1% | +$99.2K | 3.86% | 7 |
|
|
2023
Q4 | $8.64M | Buy |
81,985
+600
| +0.7% | +$63.3K | 3.46% | 9 |
|
|
2023
Q3 | $8.62M | Sell |
81,385
-1,900
| -2% | -$201K | 3.76% | 7 |
|
|
2023
Q2 | $9.92M | Sell |
83,285
-5,918
| -7% | -$705K | 4.18% | 4 |
|
|
2023
Q1 | $8.29M | Sell |
89,203
-1,650
| -2% | -$153K | 3.67% | 8 |
|
|
2022
Q4 | $7.43M | Buy |
90,853
+3,712
| +4% | +$303K | 3.25% | 12 |
|
|
2022
Q3 | $5.32M | Buy |
87,141
+6,388
| +8% | +$390K | 2.8% | 18 |
|
|
2022
Q2 | $5.64M | Buy |
80,753
+1,290
| +2% | +$90.1K | 2.86% | 17 |
|
|
2022
Q1 | $6.57M | Buy |
79,463
+2,210
| +3% | +$183K | 2.9% | 16 |
|
|
2021
Q4 | $6.74M | Sell |
77,253
-635
| -0.8% | -$55.4K | 2.86% | 16 |
|
|
2021
Q3 | $6.79M | Sell |
77,888
-1,275
| -2% | -$111K | 3.05% | 12 |
|
|
2021
Q2 | $6.16M | Buy |
79,163
+38
| +0% | +$2.96K | 2.73% | 17 |
|
|
2021
Q1 | $5.55M | Sell |
79,125
-3,200
| -4% | -$225K | 2.71% | 17 |
|
|
2020
Q4 | $5.33M | Sell |
82,325
-250
| -0.3% | -$16.2K | 2.79% | 16 |
|
|
2020
Q3 | $4.93M | Sell |
82,575
-1,800
| -2% | -$107K | 3% | 15 |
|
|
2020
Q2 | $4.66M | Sell |
84,375
-750
| -0.9% | -$41.4K | 3.1% | 15 |
|
|
2020
Q1 | $4.11M | Buy |
85,125
+100
| +0.1% | +$4.83K | 3.49% | 14 |
|
|
2019
Q4 | $4.51M | Buy |
+85,025
| New | +$4.51M | 2.55% | 17 |
|