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
Q3 | $874K | Hold |
3,107
| – | – | 0.21% | 48 |
|
|
2025
Q2 | $679K | Hold |
3,107
| – | – | 0.16% | 59 |
|
|
2025
Q1 | $434K | Hold |
3,107
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $518K | Sell |
3,107
-117
| -4% | -$20.8K | 0.13% | 63 |
|
|
2024
Q3 | $549K | Sell |
3,224
-181
| -5% | -$26.2K | 0.14% | 60 |
|
|
2024
Q2 | $481K | Sell |
3,405
-1,665
| -33% | -$207K | 0.13% | 60 |
|
|
2024
Q1 | $637K | Buy |
5,070
+1,914
| +61% | +$219K | 0.16% | 53 |
|
|
2023
Q4 | $333K | Hold |
3,156
| – | – | 0.1% | 76 |
|
|
2023
Q3 | $334K | Hold |
3,156
| – | – | 0.1% | 73 |
|
|
2023
Q2 | $376K | Sell |
3,156
-200
| -6% | -$20.7K | 0.11% | 68 |
|
|
2023
Q1 | $312K | Hold |
3,356
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $274K | Hold |
3,356
| – | – | 0.09% | 86 |
|
|
2022
Q3 | $205K | Hold |
3,356
| – | – | 0.08% | 86 |
|
|
2022
Q2 | $234K | Hold |
3,356
| – | – | 0.08% | 79 |
|
|
2022
Q1 | $278K | Hold |
3,356
| – | – | 0.08% | 79 |
|
|
2021
Q4 | $293K | Hold |
3,356
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $292K | Hold |
3,356
| – | – | 0.09% | 75 |
|
|
2021
Q2 | $261K | Hold |
3,356
| – | – | 0.09% | 76 |
|
|
2021
Q1 | $235K | Hold |
3,356
| – | – | 0.09% | 84 |
|
|
2020
Q4 | $217K | Sell |
3,356
-200
| -6% | -$11.9K | 0.07% | 84 |
|
|
2020
Q3 | $212K | Sell |
3,556
-670
| -16% | -$38.1K | 0.08% | 80 |
|
|
2020
Q2 | $234K | Hold |
4,226
| – | – | 0.09% | 71 |
|
|
2020
Q1 | $204K | Hold |
4,226
| – | – | 0.09% | 74 |
|
|
2019
Q4 | $224K | Hold |
4,226
| – | – | 0.09% | 77 |
|
|
2019
Q3 | $233K | Hold |
4,226
| – | – | 0.1% | 75 |
|
|
2019
Q2 | $241K | Sell |
4,226
-14
| -0.3% | -$758 | 0.11% | 70 |
|
|
2019
Q1 | $228K | Buy |
4,240
+14
| +0.3% | +$713 | 0.1% | 73 |
|
|
2018
Q4 | $191K | Hold |
4,226
| – | – | 0.09% | 83 |
|
|
2018
Q3 | $218K | Hold |
4,226
| – | – | 0.1% | 76 |
|
|
2018
Q2 | $186K | Hold |
4,226
| – | – | 0.09% | 85 |
|
|
2018
Q1 | $193K | Hold |
4,226
| – | – | 0.1% | 75 |
|
|
2017
Q4 | $200K | Buy |
4,226
+1,075
| +34% | +$52.7K | 0.12% | 72 |
|
|
2017
Q3 | $152K | Buy |
3,151
+1,000
| +46% | +$49.8K | 0.1% | 89 |
|
|
2017
Q2 | $107K | Buy |
2,151
+88
| +4% | +$4.01K | 0.07% | 116 |
|
|
2017
Q1 | $92K | Sell |
2,063
-488
| -19% | -$20.3K | 0.07% | 116 |
|
|
2016
Q4 | $98K | Buy |
2,551
+400
| +19% | +$15.6K | 0.09% | 117 |
|
|
2016
Q3 | $84K | Sell |
2,151
-175
| -8% | -$7.13K | 0.09% | 117 |
|
|
2016
Q2 | $95K | Sell |
2,326
-67
| -3% | -$2.67K | 0.11% | 103 |
|
|
2016
Q1 | $98K | Buy |
2,393
+67
| +3% | +$2.48K | 0.09% | 109 |
|
|
2015
Q4 | $84K | Hold |
2,326
| – | – | 0.07% | 114 |
|
|
2015
Q3 | $84K | Buy |
2,326
+175
| +8% | +$6.73K | 0.1% | 105 |
|
|
2015
Q2 | $87K | Hold |
2,151
| – | – | 0.09% | 114 |
|
|
2015
Q1 | $93K | Hold |
2,151
| – | – | 0.09% | 97 |
|
|
2014
Q4 | $97K | Buy |
+2,151
| New | +$87.5K | 0.1% | 101 |
|
Other funds holding ORCL
Burt Wealth Advisors's ORCL Position: Q3 2025 in Review
Burt Wealth Advisors held its Oracle (ORCL) position steady in Q3 2025 at 3,107 shares worth $874K. The position accounts for 0.21% of the portfolio, ranked #48.
Burt Wealth Advisors first reported a position in ORCL in Q4 2014 and has held it in 44 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.
- Burt Wealth Advisors held 3,107 shares of Oracle worth $874K as of Q3 2025.
- Burt Wealth Advisors left its Oracle share count unchanged in Q3 2025.
- Oracle made up 0.21% of Burt Wealth Advisors's portfolio in Q3 2025, its #48 holding.
- Burt Wealth Advisors first reported a position in Oracle in Q4 2014 and has held it in 44 quarters since.
- 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.