WealthShield 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 | $409K | Sell |
1,872
-3
| -0.2% | -$656 | 0.05% | 254 |
|
|
2025
Q1 | $262K | Buy |
1,875
+401
| +27% | +$56.1K | 0.03% | 284 |
|
|
2024
Q4 | $246K | Buy |
1,474
+21
| +1% | +$3.5K | 0.03% | 263 |
|
|
2024
Q3 | $248K | Hold |
1,453
| – | – | 0.03% | 268 |
|
|
2024
Q2 | $205K | Buy |
+1,453
| New | +$205K | 0.03% | 275 |
|
|
2022
Q2 | – | Sell |
-2,462
| Closed | -$204K | – | 320 |
|
|
2022
Q1 | $204K | Hold |
2,462
| – | – | 0.03% | 316 |
|
|
2021
Q4 | $215K | Buy |
+2,462
| New | +$215K | 0.04% | 266 |
|
|
2021
Q3 | – | Sell |
-5,573
| Closed | -$434K | – | 568 |
|
|
2021
Q2 | $434K | Sell |
5,573
-106
| -2% | -$8.26K | 0.07% | 170 |
|
|
2021
Q1 | $398K | Sell |
5,679
-7,786
| -58% | -$546K | 0.07% | 175 |
|
|
2020
Q4 | $871K | Buy |
13,465
+4,594
| +52% | +$297K | 0.16% | 119 |
|
|
2020
Q3 | $530K | Sell |
8,871
-17
| -0.2% | -$1.02K | 0.19% | 123 |
|
|
2020
Q2 | $491K | Buy |
+8,888
| New | +$491K | 0.23% | 103 |
|
|
2018
Q3 | – | Sell |
-26,616
| Closed | -$97K | – | 270 |
|
|
2018
Q2 | $97K | Buy |
+26,616
| New | +$97K | 0.06% | 136 |
|