Woodward Diversified Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Buy |
+1,371
| New | +$300K | 0.15% | 133 |
|
2025
Q1 | – | Sell |
-2,120
| Closed | -$353K | – | 142 |
|
2024
Q4 | $353K | Sell |
2,120
-1,557
| -42% | -$259K | 0.26% | 83 |
|
2024
Q3 | $627K | Buy |
3,677
+153
| +4% | +$26.1K | 0.4% | 74 |
|
2024
Q2 | $498K | Buy |
3,524
+304
| +9% | +$42.9K | 0.29% | 84 |
|
2024
Q1 | $404K | Buy |
3,220
+455
| +16% | +$57.2K | 0.25% | 103 |
|
2023
Q4 | $292K | Buy |
+2,765
| New | +$292K | 0.18% | 119 |
|