WealthTrust Axiom’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
6,796
-545
| -7% | -$119K | 0.44% | 54 |
|
|
2025
Q1 | $1.03M | Sell |
7,341
-30
| -0.4% | -$4.19K | 0.31% | 68 |
|
|
2024
Q4 | $1.23M | Sell |
7,371
-370
| -5% | -$61.7K | 0.37% | 59 |
|
|
2024
Q3 | $1.32M | Sell |
7,741
-150
| -2% | -$25.6K | 0.39% | 59 |
|
|
2024
Q2 | $1.11M | Sell |
7,891
-20
| -0.3% | -$2.82K | 0.37% | 64 |
|
|
2024
Q1 | $994K | Buy |
7,911
+100
| +1% | +$12.6K | 0.32% | 72 |
|
|
2023
Q4 | $824K | Buy |
7,811
+73
| +0.9% | +$7.7K | 0.28% | 83 |
|
|
2023
Q3 | $820K | Hold |
7,738
| – | – | 0.29% | 72 |
|
|
2023
Q2 | $922K | Hold |
7,738
| – | – | 0.31% | 71 |
|
|
2023
Q1 | $719K | Buy |
7,738
+405
| +6% | +$37.6K | 0.25% | 91 |
|
|
2022
Q4 | $599K | Hold |
7,333
| – | – | 0.21% | 101 |
|
|
2022
Q3 | $447K | Sell |
7,333
-1
| -0% | -$61 | 0.17% | 119 |
|
|
2022
Q2 | $512K | Buy |
7,334
+150
| +2% | +$10.5K | 0.18% | 111 |
|
|
2022
Q1 | $594K | Hold |
7,184
| – | – | 0.19% | 112 |
|
|
2021
Q4 | $626K | Sell |
7,184
-150
| -2% | -$13.1K | 0.2% | 102 |
|
|
2021
Q3 | $638K | Buy |
7,334
+385
| +6% | +$33.5K | 0.22% | 99 |
|
|
2021
Q2 | $540K | Sell |
6,949
-250
| -3% | -$19.4K | 0.17% | 118 |
|
|
2021
Q1 | $505K | Sell |
7,199
-350
| -5% | -$24.6K | 0.17% | 117 |
|
|
2020
Q4 | $488K | Hold |
7,549
| – | – | 0.18% | 114 |
|
|
2020
Q3 | $450K | Sell |
7,549
-40,464
| -84% | -$2.41M | 0.19% | 103 |
|
|
2020
Q2 | $2.65M | Buy |
48,013
+38,165
| +388% | +$2.11M | 1.17% | 25 |
|
|
2020
Q1 | $475K | Hold |
9,848
| – | – | 0.23% | 89 |
|
|
2019
Q4 | $521K | Hold |
9,848
| – | – | 0.17% | 102 |
|
|
2019
Q3 | $541K | Hold |
9,848
| – | – | 0.19% | 103 |
|
|
2019
Q2 | $561K | Hold |
9,848
| – | – | 0.19% | 105 |
|
|
2019
Q1 | $528K | Hold |
9,848
| – | – | 0.19% | 109 |
|
|
2018
Q4 | $444K | Hold |
9,848
| – | – | 0.18% | 109 |
|
|
2018
Q3 | $507K | Hold |
9,848
| – | – | 0.17% | 115 |
|
|
2018
Q2 | $433K | Hold |
9,848
| – | – | 0.15% | 123 |
|
|
2018
Q1 | $450K | Buy |
9,848
+2,758
| +39% | +$126K | 0.16% | 122 |
|
|
2017
Q4 | $335K | Buy |
7,090
+1
| +0% | +$47 | 0.12% | 146 |
|
|
2017
Q3 | $342K | Buy |
7,089
+100
| +1% | +$4.82K | 0.13% | 143 |
|
|
2017
Q2 | $350K | Buy |
6,989
+1
| +0% | +$50 | 0.13% | 140 |
|
|
2017
Q1 | $311K | Buy |
6,988
+1,448
| +26% | +$64.4K | 0.11% | 152 |
|
|
2016
Q4 | $213K | Hold |
5,540
| – | – | 0.08% | 192 |
|
|
2016
Q3 | $217K | Hold |
5,540
| – | – | 0.08% | 187 |
|
|
2016
Q2 | $226K | Hold |
5,540
| – | – | 0.09% | 180 |
|
|
2016
Q1 | $226K | Sell |
5,540
-80
| -1% | -$3.26K | 0.09% | 173 |
|
|
2015
Q4 | $205K | Hold |
5,620
| – | – | 0.08% | 186 |
|
|
2015
Q3 | $202K | Sell |
5,620
-1,464
| -21% | -$52.6K | 0.08% | 187 |
|
|
2015
Q2 | $285K | Hold |
7,084
| – | – | 0.11% | 150 |
|
|
2015
Q1 | $305K | Hold |
7,084
| – | – | 0.11% | 144 |
|
|
2014
Q4 | $318K | Sell |
7,084
-38
| -0.5% | -$1.71K | 0.11% | 143 |
|
|
2014
Q3 | $272K | Hold |
7,122
| – | – | 0.1% | 156 |
|
|
2014
Q2 | $288K | Hold |
7,122
| – | – | 0.1% | 152 |
|
|
2014
Q1 | $291K | Buy |
+7,122
| New | +$291K | 0.1% | 136 |
|