West Coast Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,152
| Closed | -$441K | – | 108 |
|
|
2025
Q1 | $441K | Hold |
3,152
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $525K | Hold |
3,152
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $537K | Hold |
3,152
| – | – | 0.06% | 101 |
|
|
2024
Q2 | $445K | Buy |
3,152
+161
| +5% | +$22.7K | 0.05% | 104 |
|
|
2024
Q1 | $376K | Buy |
2,991
+67
| +2% | +$8.42K | 0.05% | 114 |
|
|
2023
Q4 | $308K | Hold |
2,924
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $310K | Sell |
2,924
-15
| -0.5% | -$1.59K | 0.05% | 113 |
|
|
2023
Q2 | $350K | Sell |
2,939
-385
| -12% | -$45.9K | 0.05% | 114 |
|
|
2023
Q1 | $309K | Hold |
3,324
| – | – | 0.05% | 108 |
|
|
2022
Q4 | $272K | Sell |
3,324
-126
| -4% | -$10.3K | 0.05% | 111 |
|
|
2022
Q3 | $211K | Buy |
3,450
+126
| +4% | +$7.71K | 0.04% | 116 |
|
|
2022
Q2 | $232K | Hold |
3,324
| – | – | 0.04% | 113 |
|
|
2022
Q1 | $275K | Hold |
3,324
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $290K | Hold |
3,324
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $290K | Sell |
3,324
-22
| -0.7% | -$1.92K | 0.05% | 110 |
|
|
2021
Q2 | $260K | Buy |
3,346
+22
| +0.7% | +$1.71K | 0.04% | 116 |
|
|
2021
Q1 | $233K | Buy |
+3,324
| New | +$233K | 0.04% | 114 |
|