Alan B. Lancz & Associates’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 | $1.37M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $632K | Buy |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $649K | Buy |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $449K | Buy |
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