WorthPointe’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,755
+29
| +2% | +$6.34K | 0.16% | 59 |
|
|
2025
Q1 | $241K | Sell |
1,726
-8
| -0.5% | -$1.12K | 0.11% | 76 |
|
|
2024
Q4 | $289K | Buy |
1,734
+67
| +4% | +$11.2K | 0.12% | 73 |
|
|
2024
Q3 | $284K | Sell |
1,667
-34
| -2% | -$5.79K | 0.12% | 66 |
|
|
2024
Q2 | $240K | Buy |
1,701
+6
| +0.4% | +$847 | 0.11% | 63 |
|
|
2024
Q1 | $213K | Buy |
+1,695
| New | +$213K | 0.11% | 63 |
|
|
2023
Q4 | – | Sell |
-2,018
| Closed | -$214K | – | 82 |
|
|
2023
Q3 | $214K | Buy |
2,018
+333
| +20% | +$35.3K | 0.13% | 65 |
|
|
2023
Q2 | $201K | Buy |
+1,685
| New | +$201K | 0.12% | 55 |
|