Bernzott Capital Advisors’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 | $6.06M | Sell |
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|
2025
Q1 | $4.19M | Sell |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $9.45M | Sell |
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|
2024
Q2 | $7.89M | Sell |
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|
2024
Q1 | $7.25M | Buy |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $5.39M | Sell |
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|
2023
Q2 | $7.33M | Sell |
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|
2023
Q1 | $8.12M | Sell |
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|
2022
Q4 | $9.15M | Sell |
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|
2022
Q3 | $6.88M | Sell |
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|
2022
Q2 | $8.16M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $11.6M | Sell |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $10.3M | Sell |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.01M | Sell |
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|
2020
Q1 | $8.12M | Sell |
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|
2019
Q4 | $9.79M | Buy |
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|
2019
Q3 | $9.31M | Sell |
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|
2019
Q2 | $9.72M | Sell |
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|
2019
Q1 | $9.37M | Sell |
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|
2018
Q4 | $7.95M | Buy |
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|
2018
Q3 | $9.02M | Buy |
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|
2018
Q2 | $7.66M | Buy |
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|
2018
Q1 | $7.93M | Sell |
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|
2017
Q4 | $8.33M | Buy |
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|
2017
Q3 | $7.07M | Sell |
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|
2017
Q2 | $7.63M | Buy |
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|
2017
Q1 | $6.7M | Sell |
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|
2016
Q4 | $5.84M | Buy |
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|
2016
Q3 | $5.7M | Sell |
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|
2016
Q2 | $6M | Sell |
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|
2016
Q1 | $6.02M | Sell |
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|
2015
Q4 | $5.62M | Sell |
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|
2015
Q3 | $5.75M | Buy |
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|
2015
Q2 | $6.16M | Buy |
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