Burt Wealth 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 | $679K | Hold |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $549K | Sell |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $234K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | $191K | Hold |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $186K | Hold |
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|
2018
Q1 | $193K | Hold |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | $152K | Buy |
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|
2017
Q2 | $107K | Buy |
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|
2017
Q1 | $92K | Sell |
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|
2016
Q4 | $98K | Buy |
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|
2016
Q3 | $84K | Sell |
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|
2016
Q2 | $95K | Sell |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q4 | $84K | Hold |
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|
2015
Q3 | $84K | Buy |
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|
2015
Q2 | $87K | Hold |
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|
2015
Q1 | $93K | Hold |
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|
2014
Q4 | $97K | Buy |
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