Buffington Mohr McNeal’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,717
| Closed | -$786K | – | 132 |
|
|
2024
Q4 | $786K | Hold |
4,717
| – | – | 0.13% | 77 |
|
|
2024
Q3 | $804K | Hold |
4,717
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $666K | Hold |
4,717
| – | – | 0.12% | 82 |
|
|
2024
Q1 | $593K | Buy |
4,717
+2
| +0% | +$229 | 0.11% | 86 |
|
|
2023
Q4 | $497K | Hold |
4,715
| – | – | 0.1% | 92 |
|
|
2023
Q3 | $499K | Sell |
4,715
-50
| -1% | -$5.79K | 0.11% | 91 |
|
|
2023
Q2 | $567K | Buy |
4,765
+787
| +20% | +$81.4K | 0.12% | 90 |
|
|
2023
Q1 | $370K | Hold |
3,978
| – | – | 0.08% | 99 |
|
|
2022
Q4 | $325K | Hold |
3,978
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $243K | Hold |
3,978
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $278K | Buy |
3,978
+348
| +10% | +$25.5K | 0.06% | 112 |
|
|
2022
Q1 | $300K | Hold |
3,630
| – | – | 0.06% | 111 |
|
|
2021
Q4 | $317K | Hold |
3,630
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $316K | Hold |
3,630
| – | – | 0.06% | 111 |
|
|
2021
Q2 | $283K | Hold |
3,630
| – | – | 0.06% | 116 |
|
|
2021
Q1 | $255K | Hold |
3,630
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $235K | Sell |
3,630
-200
| -5% | -$11.9K | 0.05% | 115 |
|
|
2020
Q3 | $229K | Hold |
3,830
| – | – | 0.06% | 110 |
|
|
2020
Q2 | $212K | Buy |
+3,830
| New | +$203K | 0.06% | 111 |
|
|
2020
Q1 | – | Sell |
-3,830
| Closed | -$203K | – | 113 |
|
|
2019
Q4 | $203K | Buy |
+3,830
| New | +$211K | 0.06% | 111 |
|
|
2019
Q3 | – | Sell |
-3,630
| Closed | -$207K | – | 116 |
|
|
2019
Q2 | $207K | Hold |
3,630
| – | – | 0.06% | 114 |
|
|
2019
Q1 | $195K | Buy |
+3,630
| New | +$185K | 0.06% | 119 |
|
|
2017
Q3 | – | Sell |
-10,423
| Closed | -$523K | – | 133 |
|
|
2017
Q2 | $523K | Buy |
10,423
+1
| +0% | +$46 | 0.21% | 85 |
|
|
2017
Q1 | $465K | Buy |
10,422
+310
| +3% | +$12.9K | 0.2% | 82 |
|
|
2016
Q4 | $389K | Hold |
10,112
| – | – | 0.15% | 89 |
|
|
2016
Q3 | $397K | Hold |
10,112
| – | – | 0.17% | 88 |
|
|
2016
Q2 | $414K | Hold |
10,112
| – | – | 0.18% | 87 |
|
|
2016
Q1 | $413K | Buy |
10,112
+6,682
| +195% | +$247K | 0.18% | 95 |
|
|
2015
Q4 | $125K | Buy |
+3,430
| New | +$131K | 0.07% | 127 |
|
Other funds holding ORCL
Buffington Mohr McNeal's ORCL Position: Q1 2025 in Review
Buffington Mohr McNeal sold out of Oracle (ORCL) in Q1 2025, closing a stake of 4,717 shares — an estimated $786K sold.
Buffington Mohr McNeal first reported a position in ORCL in Q4 2015 and held it in 29 quarters. The position peaked at $804K in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.
- Buffington Mohr McNeal reported no remaining Oracle position as of Q1 2025 after selling out during the quarter.
- Buffington Mohr McNeal sold 4,717 Oracle shares in Q1 2025, an estimated $786K.
- Buffington Mohr McNeal first reported a position in Oracle in Q4 2015 and held it in 29 quarters.
- Buffington Mohr McNeal's Oracle position peaked at $804K in Q3 2024.
- 3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.