Wedmont Private Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
80,603
-8,633
| -10% | -$2.04M | 0.81% | 20 |
|
|
2025
Q1 | $11.8M | Sell |
89,236
-2,062
| -2% | -$273K | 0.61% | 27 |
|
|
2024
Q4 | $14.1M | Buy |
91,298
+1,812
| +2% | +$280K | 0.74% | 24 |
|
|
2024
Q3 | $15.2M | Buy |
89,486
+11,119
| +14% | +$1.89M | 0.87% | 18 |
|
|
2024
Q2 | $11.3M | Buy |
78,367
+60,061
| +328% | +$8.7M | 0.71% | 25 |
|
|
2024
Q1 | $2.26M | Buy |
18,306
+1,287
| +8% | +$159K | 0.16% | 82 |
|
|
2023
Q4 | $1.78M | Sell |
17,019
-393
| -2% | -$41.1K | 0.15% | 89 |
|
|
2023
Q3 | $1.92M | Buy |
17,412
+1,400
| +9% | +$154K | 0.19% | 78 |
|
|
2023
Q2 | $1.91M | Buy |
16,012
+1,056
| +7% | +$126K | 0.21% | 76 |
|
|
2023
Q1 | $1.4M | Buy |
14,956
+507
| +4% | +$47.5K | 0.19% | 81 |
|
|
2022
Q4 | $1.24M | Buy |
14,449
+4,865
| +51% | +$417K | 0.19% | 87 |
|
|
2022
Q3 | $585K | Buy |
9,584
+3,866
| +68% | +$236K | 0.12% | 140 |
|
|
2022
Q2 | $400K | Sell |
5,718
-355
| -6% | -$24.8K | 0.09% | 171 |
|
|
2022
Q1 | $511K | Sell |
6,073
-378
| -6% | -$31.8K | 0.11% | 141 |
|
|
2021
Q4 | $566K | Buy |
+6,451
| New | +$566K | 0.17% | 99 |
|