Alera Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1.07M | Hold |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.11M | Buy |
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