CapWealth 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 | $22.6M | Sell |
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|
2025
Q2 | $17.8M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $5.2M | Buy |
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|
2024
Q3 | $5.11M | Buy |
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|
2024
Q2 | $4.18M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.2M | Sell |
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|
2018
Q2 | $1.9M | Sell |
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|
2018
Q1 | $2.15M | Buy |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $1.93M | Buy |
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|
2017
Q2 | $1.8M | Buy |
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|
2017
Q1 | $1.43M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Hold |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $6.86M | Sell |
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|
2014
Q4 | $7.16M | Sell |
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|
2014
Q3 | $6.3M | Sell |
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|
2014
Q2 | $6.85M | Sell |
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|
2014
Q1 | $7.62M | Sell |
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|
2013
Q4 | $7.23M | Sell |
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|
2013
Q3 | $6.62M | Sell |
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|
2013
Q2 | $6.2M | Buy |
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