WealthPLAN 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 | $828K | Buy |
3,789
+82
| +2% | +$17.9K | 0.13% | 135 |
|
|
2025
Q1 | $518K | Sell |
3,707
-136
| -4% | -$19K | 0.07% | 165 |
|
|
2024
Q4 | $640K | Buy |
3,843
+693
| +22% | +$115K | 0.09% | 152 |
|
|
2024
Q3 | $537K | Sell |
3,150
-285
| -8% | -$48.6K | 0.07% | 174 |
|
|
2024
Q2 | $485K | Buy |
3,435
+10
| +0.3% | +$1.41K | 0.05% | 209 |
|
|
2024
Q1 | $430K | Buy |
3,425
+1,431
| +72% | +$180K | 0.04% | 219 |
|
|
2023
Q4 | $210K | Sell |
1,994
-25
| -1% | -$2.64K | 0.02% | 301 |
|
|
2023
Q3 | $214K | Buy |
2,019
+92
| +5% | +$9.75K | 0.02% | 292 |
|
|
2023
Q2 | $229K | Sell |
1,927
-280
| -13% | -$33.3K | 0.03% | 272 |
|
|
2023
Q1 | $205K | Buy |
+2,207
| New | +$205K | 0.02% | 300 |
|
|
2022
Q1 | $281K | Sell |
3,823
-478
| -11% | -$35.1K | 0.02% | 327 |
|
|
2021
Q4 | $349K | Buy |
4,301
+244
| +6% | +$19.8K | 0.02% | 297 |
|
|
2021
Q3 | $365K | Sell |
4,057
-55
| -1% | -$4.95K | 0.02% | 292 |
|
|
2021
Q2 | $369K | Sell |
4,112
-13
| -0.3% | -$1.17K | 0.03% | 265 |
|
|
2021
Q1 | $324K | Buy |
4,125
+78
| +2% | +$6.13K | 0.03% | 265 |
|
|
2020
Q4 | $256K | Sell |
4,047
-49
| -1% | -$3.1K | 0.02% | 288 |
|
|
2020
Q3 | $231K | Sell |
4,096
-4,218
| -51% | -$238K | 0.02% | 281 |
|
|
2020
Q2 | $449K | Sell |
8,314
-972
| -10% | -$52.5K | 0.05% | 196 |
|
|
2020
Q1 | $491K | Buy |
9,286
+4,586
| +98% | +$242K | 0.06% | 155 |
|
|
2019
Q4 | $262K | Buy |
+4,700
| New | +$262K | 0.03% | 214 |
|
|
2017
Q2 | – | Sell |
-613
| Closed | -$27.3K | – | 344 |
|
|
2017
Q1 | $27.3K | Buy |
+613
| New | +$27.3K | 0.09% | 154 |
|
|
2016
Q3 | $71.3K | Sell |
1,834
-200
| -10% | -$7.78K | 0.02% | 276 |
|
|
2016
Q2 | $60.8K | Buy |
+2,034
| New | +$60.8K | 0.01% | 819 |
|
|
2015
Q4 | $38K | Buy |
+2,186
| New | +$38K | 0.01% | 698 |
|
|
2015
Q2 | $51K | Buy |
1,276
+289
| +29% | +$11.6K | 0.02% | 169 |
|
|
2015
Q1 | $42K | Buy |
+987
| New | +$42K | 0.02% | 255 |
|