1IA
1834 Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Hold |
6,890
| – | – | 0.19% | 89 |
|
|
2025
Q1 | $963K | Sell |
6,890
-1,085
| -14% | -$152K | 0.12% | 110 |
|
|
2024
Q4 | $1.33M | Sell |
7,975
-100
| -1% | -$16.7K | 0.17% | 98 |
|
|
2024
Q3 | $1.38M | Sell |
8,075
-1,730
| -18% | -$295K | 0.16% | 100 |
|
|
2024
Q2 | $1.38M | Sell |
9,805
-530
| -5% | -$74.8K | 0.17% | 101 |
|
|
2024
Q1 | $1.3M | Hold |
10,335
| – | – | 0.15% | 101 |
|
|
2023
Q4 | $1.09M | Sell |
10,335
-5,020
| -33% | -$529K | 0.13% | 111 |
|
|
2023
Q3 | $1.63M | Sell |
15,355
-50
| -0.3% | -$5.3K | 0.2% | 95 |
|
|
2023
Q2 | $1.83M | Sell |
15,405
-4,785
| -24% | -$570K | 0.22% | 87 |
|
|
2023
Q1 | $1.88M | Buy |
+20,190
| New | +$1.88M | 0.22% | 88 |
|
|
2022
Q3 | – | Sell |
-1,205
| Closed | -$84K | – | 370 |
|
|
2022
Q2 | $84K | Hold |
1,205
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $100K | Hold |
1,205
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $105K | Hold |
1,205
| – | – | 0.01% | 227 |
|
|
2021
Q3 | $105K | Sell |
1,205
-75
| -6% | -$6.54K | 0.01% | 228 |
|
|
2021
Q2 | $100K | Sell |
1,280
-320
| -20% | -$25K | 0.01% | 234 |
|
|
2021
Q1 | $112K | Hold |
1,600
| – | – | 0.01% | 230 |
|
|
2020
Q4 | $104K | Hold |
1,600
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $96K | Hold |
1,600
| – | – | 0.01% | 227 |
|
|
2020
Q2 | $88K | Hold |
1,600
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $77K | Sell |
1,600
-178
| -10% | -$8.57K | 0.01% | 230 |
|
|
2019
Q4 | $94K | Buy |
1,778
+167
| +10% | +$8.83K | 0.01% | 241 |
|
|
2019
Q3 | $89K | Buy |
1,611
+233
| +17% | +$12.9K | 0.01% | 243 |
|
|
2019
Q2 | $78K | Buy |
1,378
+178
| +15% | +$10.1K | 0.01% | 250 |
|
|
2019
Q1 | $64K | Sell |
1,200
-100
| -8% | -$5.33K | 0.01% | 257 |
|
|
2018
Q4 | $59K | Hold |
1,300
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $67K | Hold |
1,300
| – | – | 0.01% | 265 |
|
|
2018
Q2 | $57K | Hold |
1,300
| – | – | 0.01% | 266 |
|
|
2018
Q1 | $59K | Hold |
1,300
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $61K | Buy |
+1,300
| New | +$61K | 0.01% | 278 |
|
|
2015
Q2 | – | Sell |
-4,663
| Closed | -$201K | – | 157 |
|
|
2015
Q1 | $201K | Buy |
+4,663
| New | +$201K | 0.05% | 157 |
|