Willner & Heller’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
2,870
+9
| +0.3% | +$1.97K | 0.53% | 62 |
|
|
2025
Q1 | $400K | Buy |
2,861
+6
| +0.2% | +$839 | 0.37% | 90 |
|
|
2024
Q4 | $476K | Buy |
2,855
+6
| +0.2% | +$1K | 0.42% | 79 |
|
|
2024
Q3 | $485K | Buy |
2,849
+9
| +0.3% | +$1.53K | 0.43% | 79 |
|
|
2024
Q2 | $401K | Buy |
2,840
+9
| +0.3% | +$1.27K | 0.38% | 88 |
|
|
2024
Q1 | $356K | Buy |
2,831
+10
| +0.4% | +$1.26K | 0.35% | 101 |
|
|
2023
Q4 | $297K | Buy |
+2,821
| New | +$297K | 0.33% | 104 |
|
|
2022
Q4 | $227K | Buy |
+2,778
| New | +$227K | 0.32% | 115 |
|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$214K | – | 128 |
|
|
2022
Q1 | $214K | Buy |
2,450
+8
| +0.3% | +$699 | 0.26% | 133 |
|
|
2021
Q4 | $213K | Buy |
+2,442
| New | +$213K | 0.28% | 133 |
|