Wellington Shields & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
3,612
| – | – | 0.22% | 104 |
|
|
2025
Q1 | $505K | Buy |
3,612
+500
| +16% | +$69.9K | 0.16% | 127 |
|
|
2024
Q4 | $519K | Sell |
3,112
-200
| -6% | -$33.3K | 0.16% | 127 |
|
|
2024
Q3 | $564K | Sell |
3,312
-500
| -13% | -$85.2K | 0.17% | 117 |
|
|
2024
Q2 | $538K | Hold |
3,812
| – | – | 0.18% | 116 |
|
|
2024
Q1 | $479K | Buy |
3,812
+58
| +2% | +$7.29K | 0.16% | 121 |
|
|
2023
Q4 | $396K | Sell |
3,754
-1,431
| -28% | -$151K | 0.15% | 129 |
|
|
2023
Q3 | $549K | Sell |
5,185
-57
| -1% | -$6.04K | 0.14% | 110 |
|
|
2023
Q2 | $624K | Hold |
5,242
| – | – | 0.15% | 98 |
|
|
2023
Q1 | $487K | Buy |
5,242
+3,242
| +162% | +$301K | 0.11% | 121 |
|
|
2022
Q4 | $163K | Sell |
2,000
-1,257
| -39% | -$103K | 0.04% | 218 |
|
|
2022
Q3 | $199K | Hold |
3,257
| – | – | 0.09% | 193 |
|
|
2022
Q2 | $228K | Hold |
3,257
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $269K | Hold |
3,257
| – | – | 0.09% | 179 |
|
|
2021
Q4 | $284K | Hold |
3,257
| – | – | 0.06% | 176 |
|
|
2021
Q3 | $284K | Hold |
3,257
| – | – | 0.1% | 162 |
|
|
2021
Q2 | $254K | Hold |
3,257
| – | – | 0.08% | 176 |
|
|
2021
Q1 | $229K | Hold |
3,257
| – | – | 0.08% | 177 |
|
|
2020
Q4 | $211K | Buy |
+3,257
| New | +$211K | 0.08% | 171 |
|