Wealthquest’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 | – | Sell |
|
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|
2025
Q2 | $432K | Buy |
|
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|
2025
Q1 | $260K | Sell |
|
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|
2024
Q4 | $364K | Sell |
|
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|
2024
Q3 | $380K | Hold |
|
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|
2024
Q2 | $321K | Buy |
|
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|
2024
Q1 | $280K | Buy |
|
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|
2023
Q4 | $224K | Hold |
|
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|
2023
Q3 | $225K | Buy |
|
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|
2023
Q2 | $249K | Sell |
|
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|
2023
Q1 | $231K | Hold |
|
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|
2022
Q4 | $203K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $337K | Hold |
|
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|
2021
Q4 | $337K | Sell |
|
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|
2021
Q3 | $377K | Sell |
|
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|
2021
Q2 | $353K | Sell |
|
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|
2021
Q1 | $332K | Buy |
|
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|
2020
Q4 | $295K | Buy |
|
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|
2020
Q3 | $247K | Sell |
|
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|
2020
Q2 | $251K | Buy |
|
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|
2019
Q4 | $237K | Hold |
|
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|
2019
Q3 | $247K | Hold |
|
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|
2019
Q2 | $255K | Sell |
|
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|
2019
Q1 | $249K | Buy |
|
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|
2018
Q4 | $202K | Buy |
|