Xcel Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $266K | Sell |
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|
2025
Q4 | $409K | Buy |
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|
2025
Q3 | $409K | Buy |
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|
2025
Q2 | $317K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $909K | Sell |
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|
2022
Q4 | $831K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $710K | Sell |
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|
2022
Q1 | $850K | Hold |
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|
2021
Q4 | $896K | Buy |
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|
2021
Q3 | $895K | Hold |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $712K | Hold |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $688K | Buy |
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|
2020
Q1 | $463K | Hold |
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|
2019
Q4 | $507K | Hold |
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|
2019
Q3 | $527K | Hold |
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|
2019
Q2 | $545K | Hold |
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|
2019
Q1 | $514K | Hold |
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|
2018
Q4 | $432K | Buy |
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