Wealthquest’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
1,977
+119
| +6% | +$26K | 0.03% | 83 |
|
|
2025
Q1 | $260K | Sell |
1,858
-328
| -15% | -$45.9K | 0.02% | 105 |
|
|
2024
Q4 | $364K | Sell |
2,186
-89
| -4% | -$14.8K | 0.03% | 87 |
|
|
2024
Q3 | $380K | Hold |
2,275
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $321K | Buy |
2,275
+50
| +2% | +$7.06K | 0.03% | 93 |
|
|
2024
Q1 | $280K | Buy |
2,225
+99
| +5% | +$12.4K | 0.03% | 109 |
|
|
2023
Q4 | $224K | Hold |
2,126
| – | – | 0.02% | 123 |
|
|
2023
Q3 | $225K | Buy |
2,126
+32
| +2% | +$3.39K | 0.03% | 119 |
|
|
2023
Q2 | $249K | Sell |
2,094
-391
| -16% | -$46.6K | 0.03% | 108 |
|
|
2023
Q1 | $231K | Hold |
2,485
| – | – | 0.03% | 111 |
|
|
2022
Q4 | $203K | Buy |
+2,485
| New | +$203K | 0.03% | 123 |
|
|
2022
Q2 | – | Sell |
-3,868
| Closed | -$337K | – | 135 |
|
|
2022
Q1 | $337K | Hold |
3,868
| – | – | 0.05% | 100 |
|
|
2021
Q4 | $337K | Sell |
3,868
-467
| -11% | -$40.7K | 0.05% | 100 |
|
|
2021
Q3 | $377K | Sell |
4,335
-201
| -4% | -$17.5K | 0.06% | 89 |
|
|
2021
Q2 | $353K | Sell |
4,536
-196
| -4% | -$15.3K | 0.06% | 95 |
|
|
2021
Q1 | $332K | Buy |
4,732
+168
| +4% | +$11.8K | 0.06% | 101 |
|
|
2020
Q4 | $295K | Buy |
4,564
+427
| +10% | +$27.6K | 0.06% | 98 |
|
|
2020
Q3 | $247K | Sell |
4,137
-413
| -9% | -$24.7K | 0.06% | 94 |
|
|
2020
Q2 | $251K | Buy |
+4,550
| New | +$251K | 0.06% | 92 |
|
|
2019
Q4 | $237K | Hold |
4,490
| – | – | 0.07% | 117 |
|
|
2019
Q3 | $247K | Hold |
4,490
| – | – | 0.08% | 114 |
|
|
2019
Q2 | $255K | Sell |
4,490
-148
| -3% | -$8.41K | 0.1% | 105 |
|
|
2019
Q1 | $249K | Buy |
4,638
+148
| +3% | +$7.95K | 0.09% | 111 |
|
|
2018
Q4 | $202K | Buy |
+4,490
| New | +$202K | 0.08% | 128 |
|