AA
Apriem Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
2,773
+46
| +2% | +$10.1K | 0.06% | 107 |
|
|
2025
Q1 | $381K | Buy |
2,727
+90
| +3% | +$12.6K | 0.04% | 125 |
|
|
2024
Q4 | $439K | Buy |
2,637
+102
| +4% | +$17K | 0.05% | 112 |
|
|
2024
Q3 | $432K | Sell |
2,535
-20
| -0.8% | -$3.41K | 0.05% | 111 |
|
|
2024
Q2 | $361K | Buy |
2,555
+55
| +2% | +$7.77K | 0.04% | 124 |
|
|
2024
Q1 | $314K | Buy |
+2,500
| New | +$314K | 0.04% | 131 |
|
|
2018
Q3 | – | Sell |
-2,151
| Closed | -$95K | – | 304 |
|
|
2018
Q2 | $95K | Buy |
+2,151
| New | +$95K | 0.02% | 184 |
|
|
2017
Q2 | – | Sell |
-4,132
| Closed | -$184K | – | 416 |
|
|
2017
Q1 | $184K | Buy |
4,132
+1,004
| +32% | +$44.7K | 0.05% | 130 |
|
|
2016
Q4 | $120K | Buy |
3,128
+1,277
| +69% | +$49K | 0.04% | 151 |
|
|
2016
Q3 | $73K | Buy |
1,851
+394
| +27% | +$15.5K | 0.02% | 192 |
|
|
2016
Q2 | $60K | Sell |
1,457
-181
| -11% | -$7.45K | 0.02% | 210 |
|
|
2016
Q1 | $67K | Sell |
1,638
-31
| -2% | -$1.27K | 0.03% | 173 |
|
|
2015
Q4 | $61K | Buy |
1,669
+225
| +16% | +$8.22K | 0.02% | 184 |
|
|
2015
Q3 | $52K | Sell |
1,444
-2,097
| -59% | -$75.5K | 0.02% | 199 |
|
|
2015
Q2 | $143K | Buy |
3,541
+605
| +21% | +$24.4K | 0.05% | 119 |
|
|
2015
Q1 | $127K | Buy |
2,936
+304
| +12% | +$13.2K | 0.04% | 129 |
|
|
2014
Q4 | $118K | Sell |
2,632
-259
| -9% | -$11.6K | 0.04% | 121 |
|
|
2014
Q3 | $111K | Buy |
2,891
+115
| +4% | +$4.42K | 0.04% | 133 |
|
|
2014
Q2 | $112K | Buy |
2,776
+154
| +6% | +$6.21K | 0.04% | 145 |
|
|
2014
Q1 | $107K | Buy |
2,622
+3
| +0.1% | +$122 | 0.04% | 157 |
|
|
2013
Q4 | $100K | Buy |
2,619
+4
| +0.2% | +$153 | 0.04% | 148 |
|
|
2013
Q3 | $87K | Buy |
2,615
+504
| +24% | +$16.8K | 0.04% | 153 |
|
|
2013
Q2 | $65K | Buy |
+2,111
| New | +$65K | 0.03% | 171 |
|