Bogart Wealth LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
11,790
+156
| +1% | +$25.4K | 0.07% | 114 |
|
|
2025
Q4 | $2.27M | Buy |
11,634
+216
| +2% | +$51.4K | 0.09% | 111 |
|
|
2025
Q3 | $3.21M | Sell |
11,418
-47
| -0.4% | -$12K | 0.13% | 105 |
|
|
2025
Q2 | $2.51M | Buy |
11,465
+43
| +0.4% | +$6.94K | 0.11% | 111 |
|
|
2025
Q1 | $1.6M | Buy |
11,422
+201
| +2% | +$32.7K | 0.08% | 114 |
|
|
2024
Q4 | $1.87M | Buy |
11,221
+228
| +2% | +$40.5K | 0.09% | 112 |
|
|
2024
Q3 | $1.87M | Sell |
10,993
-70
| -0.6% | -$10.1K | 0.09% | 113 |
|
|
2024
Q2 | $1.56M | Buy |
11,063
+164
| +2% | +$20.4K | 0.08% | 115 |
|
|
2024
Q1 | $1.37M | Sell |
10,899
-46
| -0.4% | -$5.26K | 0.07% | 112 |
|
|
2023
Q4 | $1.15M | Sell |
10,945
-119
| -1% | -$13K | 0.07% | 117 |
|
|
2023
Q3 | $1.17M | Buy |
11,064
+103
| +0.9% | +$11.9K | 0.07% | 119 |
|
|
2023
Q2 | $1.31M | Sell |
10,961
-230
| -2% | -$23.8K | 0.08% | 116 |
|
|
2023
Q1 | $1.04M | Buy |
11,191
+251
| +2% | +$22K | 0.07% | 120 |
|
|
2022
Q4 | $894K | Buy |
10,940
+12
| +0.1% | +$912 | 0.06% | 126 |
|
|
2022
Q3 | $667K | Buy |
10,928
+70
| +0.6% | +$5.13K | 0.06% | 121 |
|
|
2022
Q2 | $759K | Buy |
10,858
+1,522
| +16% | +$111K | 0.07% | 119 |
|
|
2022
Q1 | $772K | Sell |
9,336
-28
| -0.3% | -$2.27K | 0.07% | 114 |
|
|
2021
Q4 | $817K | Buy |
9,364
+75
| +0.8% | +$7.04K | 0.07% | 111 |
|
|
2021
Q3 | $809K | Buy |
9,289
+2
| +0% | +$177 | 0.08% | 108 |
|
|
2021
Q2 | $723K | Hold |
9,287
| – | – | 0.08% | 106 |
|
|
2021
Q1 | $652K | Sell |
9,287
-34
| -0.4% | -$2.2K | 0.09% | 105 |
|
|
2020
Q4 | $603K | Sell |
9,321
-449
| -5% | -$26.7K | 0.11% | 104 |
|
|
2020
Q3 | $583K | Sell |
9,770
-201
| -2% | -$11.4K | 0.13% | 100 |
|
|
2020
Q2 | $551K | Sell |
9,971
-594
| -6% | -$31.5K | 0.13% | 89 |
|
|
2020
Q1 | $511K | Sell |
10,565
-504
| -5% | -$26K | 0.14% | 81 |
|
|
2019
Q4 | $586K | Sell |
11,069
-366
| -3% | -$20.1K | 0.19% | 74 |
|
|
2019
Q3 | $629K | Buy |
11,435
+159
| +1% | +$8.78K | 0.31% | 58 |
|
|
2019
Q2 | $642K | Hold |
11,276
| – | – | 0.39% | 53 |
|
|
2019
Q1 | $605K | Hold |
11,276
| – | – | 0.29% | 53 |
|
|
2018
Q4 | $509K | Hold |
11,276
| – | – | 0.25% | 48 |
|
|
2018
Q3 | $581K | Sell |
11,276
-4,000
| -26% | -$194K | 0.34% | 47 |
|
|
2018
Q2 | $673K | Sell |
15,276
-3,500
| -19% | -$161K | 0.41% | 41 |
|
|
2018
Q1 | $863K | Sell |
18,776
-31
| -0.2% | -$1.54K | 0.5% | 38 |
|
|
2017
Q4 | $889K | Sell |
18,807
-11
| -0.1% | -$540 | 0.57% | 37 |
|
|
2017
Q3 | $910K | Sell |
18,818
-106
| -0.6% | -$5.27K | 0.67% | 33 |
|
|
2017
Q2 | $949K | Hold |
18,924
| – | – | 0.61% | 33 |
|
|
2017
Q1 | $844K | Sell |
18,924
-314
| -2% | -$13.1K | 0.56% | 35 |
|
|
2016
Q4 | $740K | Buy |
+19,238
| New | +$752K | 0.5% | 36 |
|
Other funds holding ORCL
VCM
VPM
Bogart Wealth LLC's ORCL Position: Q1 2026 in Review
Bogart Wealth LLC increased its Oracle (ORCL) stake by 1.3% in Q1 2026, buying an estimated $25.4K and bringing the position to 11,790 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #114.
Bogart Wealth LLC first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.21M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bogart Wealth LLC held 11,790 shares of Oracle worth $1.73M as of Q1 2026.
- Bogart Wealth LLC bought 156 Oracle shares in Q1 2026, an estimated $25.4K.
- Oracle made up 0.07% of Bogart Wealth LLC's portfolio in Q1 2026, its #114 holding.
- Bogart Wealth LLC first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's Oracle position peaked at $3.21M in Q3 2025.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.