Wealthspire Advisors (New York)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
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|
2025
Q1 | $2.94M | Sell |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $953K | Sell |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $541K | Sell |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $1.99M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.13M | Sell |
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|
2020
Q1 | $2.36M | Buy |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $912K | Buy |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $157K | Buy |
|