West Michigan Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
3,409
-214
| -6% | -$46.8K | 0.21% | 87 |
|
|
2025
Q1 | $507K | Sell |
3,623
-577
| -14% | -$80.7K | 0.17% | 104 |
|
|
2024
Q4 | $700K | Sell |
4,200
-982
| -19% | -$164K | 0.21% | 81 |
|
|
2024
Q3 | $883K | Sell |
5,182
-1,060
| -17% | -$181K | 0.27% | 70 |
|
|
2024
Q2 | $881K | Buy |
6,242
+948
| +18% | +$134K | 0.28% | 64 |
|
|
2024
Q1 | $665K | Buy |
5,294
+2,101
| +66% | +$264K | 0.22% | 74 |
|
|
2023
Q4 | $337K | Buy |
+3,193
| New | +$337K | 0.13% | 104 |
|