Adell Harriman & Carpenter’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $14.4M | Sell |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $8.3M | Buy |
|
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|
2023
Q4 | $5.31M | Buy |
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|
2023
Q3 | $5.07M | Buy |
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|
2023
Q2 | $5M | Sell |
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|
2023
Q1 | $4.12M | Sell |
|
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|
2022
Q4 | $3.84M | Sell |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.88M | Sell |
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|
2021
Q3 | $4.93M | Sell |
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|
2021
Q2 | $4.8M | Sell |
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|
2021
Q1 | $4.56M | Sell |
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|
2020
Q4 | $4.28M | Sell |
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|
2020
Q3 | $4.12M | Sell |
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|
2020
Q2 | $3.95M | Sell |
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|
2020
Q1 | $3.52M | Sell |
|
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|
2019
Q4 | $4.09M | Sell |
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|
2019
Q3 | $4.26M | Sell |
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|
2019
Q2 | $4.61M | Sell |
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|
2019
Q1 | $4.41M | Sell |
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|
2018
Q4 | $4.09M | Sell |
|
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|
2018
Q3 | $4.85M | Sell |
|
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|
2018
Q2 | $4.37M | Sell |
|
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|
2018
Q1 | $4.95M | Sell |
|
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|
2017
Q4 | $5.55M | Sell |
|
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|
2017
Q3 | $5.84M | Buy |
|
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|
2017
Q2 | $5.98M | Buy |
|
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|
2017
Q1 | $5.09M | Sell |
|
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|
2016
Q4 | $4.53M | Sell |
|
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|
2016
Q3 | $4.79M | Sell |
|
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|
2016
Q2 | $5.01M | Sell |
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|
2016
Q1 | $5.02M | Sell |
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|
2015
Q4 | $4.51M | Sell |
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|
2015
Q3 | $4.71M | Sell |
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|
2015
Q2 | $5.57M | Sell |
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|
2015
Q1 | $6.33M | Buy |
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|
2014
Q4 | $6.4M | Sell |
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|
2014
Q3 | $5.96M | Hold |
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|
2014
Q2 | $5.96M | Sell |
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|
2014
Q1 | $6.7M | Buy |
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|
2013
Q4 | $6.23M | Sell |
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|
2013
Q3 | $5.46M | Sell |
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|
2013
Q2 | $5.41M | Buy |
|