AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.5M | Buy |
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|
2025
Q2 | $41.6M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $10.3M | Buy |
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|
2024
Q3 | $9.91M | Buy |
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|
2024
Q2 | $7.91M | Buy |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $13.8M | Sell |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $11.8M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $7.31M | Sell |
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|
2022
Q2 | $9.15M | Buy |
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|
2022
Q1 | $9.85M | Buy |
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|
2021
Q4 | $8.45M | Buy |
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|
2021
Q3 | $7.06M | Sell |
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|
2021
Q2 | $6.68M | Buy |
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|
2021
Q1 | $5.16M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $1.85M | Buy |
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|
2019
Q2 | $1.91M | Buy |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $963K | Sell |
|
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|
2018
Q3 | $1.26M | Sell |
|
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|
2018
Q2 | $1.1M | Sell |
|
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.13M | Buy |
|
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|
2017
Q3 | $1.01M | Buy |
|
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|
2017
Q2 | $756K | Buy |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $272K | Buy |
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