Annex Advisory Services’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 | $55M | Buy |
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|
2025
Q1 | $30.9M | Buy |
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|
2024
Q4 | $32.3M | Buy |
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|
2024
Q3 | $30.7M | Buy |
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|
2024
Q2 | $23.9M | Buy |
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|
2024
Q1 | $20.2M | Sell |
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|
2023
Q4 | $23.8M | Buy |
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|
2023
Q3 | $22.3M | Buy |
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|
2023
Q2 | $22.1M | Sell |
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|
2023
Q1 | $17.3M | Buy |
|
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $9.64M | Buy |
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|
2022
Q1 | $10.9M | Buy |
|
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|
2021
Q4 | $6.3M | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $3.3M | Buy |
|
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|
2019
Q3 | $3.29M | Buy |
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|
2019
Q2 | $3.34M | Sell |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $2.18M | Buy |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | $1.91M | Buy |
|
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|
2017
Q3 | $1.84M | Buy |
|
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|
2017
Q2 | $1.81M | Sell |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $815K | Sell |
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|
2016
Q2 | $893K | Sell |
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|
2016
Q1 | $904K | Buy |
|
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|
2015
Q4 | $758K | Buy |
|
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|
2015
Q3 | $658K | Buy |
|
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|
2015
Q2 | $553K | Buy |
|
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|
2015
Q1 | $504K | Buy |
|
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|
2014
Q4 | $408K | Buy |
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|
2014
Q3 | $267K | Buy |
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|
2014
Q2 | $250K | Buy |
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|
2014
Q1 | $228K | Sell |
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|
2013
Q4 | $248K | Sell |
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|
2013
Q3 | $277K | Buy |
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|
2013
Q2 | $254K | Buy |
|