WealthPLAN 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
Q3 | $1.32M | Buy |
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|
2025
Q2 | $828K | Buy |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $27.3K | Buy |
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|
2016
Q3 | $71.3K | Sell |
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|
2016
Q2 | $60.8K | Buy |
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|
2015
Q4 | $38K | Buy |
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|
2015
Q2 | $51K | Buy |
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|
2015
Q1 | $42K | Buy |
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