Widmann Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
1,678
-612
| -27% | -$134K | 0.26% | 73 |
|
|
2025
Q1 | $320K | Hold |
2,290
| – | – | 0.25% | 79 |
|
|
2024
Q4 | $382K | Hold |
2,290
| – | – | 0.3% | 68 |
|
|
2024
Q3 | $390K | Sell |
2,290
-33
| -1% | -$5.62K | 0.3% | 68 |
|
|
2024
Q2 | $328K | Buy |
2,323
+75
| +3% | +$10.6K | 0.27% | 66 |
|
|
2024
Q1 | $282K | Hold |
2,248
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $237K | Sell |
2,248
-500
| -18% | -$52.7K | 0.21% | 82 |
|
|
2023
Q3 | $291K | Buy |
2,748
+300
| +12% | +$31.8K | 0.29% | 66 |
|
|
2023
Q2 | $292K | Hold |
2,448
| – | – | 0.28% | 67 |
|
|
2023
Q1 | $227K | Hold |
2,448
| – | – | 0.23% | 72 |
|
|
2022
Q4 | $200K | Buy |
+2,448
| New | +$200K | 0.21% | 79 |
|
|
2022
Q2 | – | Sell |
-2,448
| Closed | -$202K | – | 90 |
|
|
2022
Q1 | $202K | Hold |
2,448
| – | – | 0.18% | 84 |
|
|
2021
Q4 | $213K | Buy |
+2,448
| New | +$213K | 0.18% | 84 |
|