ACA
Atlas Capital Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,368
-1,789
| -22% | -$391K | 0.17% | 109 |
|
|
2025
Q1 | $1.14M | Sell |
8,157
-169
| -2% | -$23.6K | 0.14% | 134 |
|
|
2024
Q4 | $1.39M | Sell |
8,326
-87
| -1% | -$14.5K | 0.18% | 99 |
|
|
2024
Q3 | $1.43M | Buy |
8,413
+1,209
| +17% | +$206K | 0.22% | 93 |
|
|
2024
Q2 | $1.02M | Sell |
7,204
-1,122
| -13% | -$158K | 0.13% | 122 |
|
|
2024
Q1 | $1.05M | Buy |
8,326
+310
| +4% | +$38.9K | 0.16% | 116 |
|
|
2023
Q4 | $845K | Buy |
8,016
+750
| +10% | +$79.1K | 0.12% | 138 |
|
|
2023
Q3 | $770K | Sell |
7,266
-1,136
| -14% | -$120K | 0.13% | 127 |
|
|
2023
Q2 | $1M | Buy |
8,402
+252
| +3% | +$30K | 0.15% | 110 |
|
|
2023
Q1 | $757K | Buy |
8,150
+12
| +0.1% | +$1.12K | 0.12% | 127 |
|
|
2022
Q4 | $665K | Hold |
8,138
| – | – | 0.11% | 152 |
|
|
2022
Q3 | $497K | Sell |
8,138
-246
| -3% | -$15K | 0.09% | 184 |
|
|
2022
Q2 | $586K | Sell |
8,384
-3,559
| -30% | -$249K | 0.1% | 174 |
|
|
2022
Q1 | $988K | Sell |
11,943
-1,773
| -13% | -$147K | 0.15% | 120 |
|
|
2021
Q4 | $1.2M | Buy |
13,716
+1,923
| +16% | +$168K | 0.18% | 98 |
|
|
2021
Q3 | $1.03M | Buy |
11,793
+2,528
| +27% | +$220K | 0.16% | 110 |
|
|
2021
Q2 | $721K | Buy |
9,265
+98
| +1% | +$7.63K | 0.12% | 154 |
|
|
2021
Q1 | $643K | Sell |
9,167
-5,885
| -39% | -$413K | 0.13% | 163 |
|
|
2020
Q4 | $974K | Sell |
15,052
-2,398
| -14% | -$155K | 0.2% | 105 |
|
|
2020
Q3 | $1.04M | Sell |
17,450
-20,188
| -54% | -$1.21M | 0.25% | 95 |
|
|
2020
Q2 | $2.08M | Sell |
37,638
-273
| -0.7% | -$15.1K | 0.49% | 42 |
|
|
2020
Q1 | $1.83M | Sell |
37,911
-9,804
| -21% | -$474K | 0.55% | 38 |
|
|
2019
Q4 | $2.53M | Buy |
47,715
+5,022
| +12% | +$266K | 0.63% | 33 |
|
|
2019
Q3 | $2.35M | Buy |
42,693
+1,930
| +5% | +$106K | 0.71% | 22 |
|
|
2019
Q2 | $2.32M | Buy |
40,763
+149
| +0.4% | +$8.49K | 0.76% | 21 |
|
|
2019
Q1 | $2.18M | Sell |
40,614
-1,298
| -3% | -$69.7K | 0.79% | 23 |
|
|
2018
Q4 | $1.89M | Buy |
41,912
+16,263
| +63% | +$734K | 0.76% | 24 |
|
|
2018
Q3 | $1.28M | Sell |
25,649
-2,018
| -7% | -$100K | 0.43% | 62 |
|
|
2018
Q2 | $1.35M | Sell |
27,667
-2,664
| -9% | -$130K | 0.48% | 51 |
|
|
2018
Q1 | $1.39M | Buy |
+30,331
| New | +$1.39M | 0.43% | 61 |
|