Choate Investment Advisors’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 | $4.46M | Buy |
30,332
+6,178
| +26% | +$1M | 0.09% | 98 |
|
|
2025
Q4 | $4.71M | Sell |
24,154
-7,286
| -23% | -$1.73M | 0.09% | 90 |
|
|
2025
Q3 | $8.84M | Sell |
31,440
-414
| -1% | -$105K | 0.18% | 61 |
|
|
2025
Q2 | $6.96M | Buy |
31,854
+1,201
| +4% | +$194K | 0.15% | 71 |
|
|
2025
Q1 | $4.29M | Sell |
30,653
-7,629
| -20% | -$1.24M | 0.11% | 87 |
|
|
2024
Q4 | $6.38M | Buy |
38,282
+2,833
| +8% | +$503K | 0.15% | 75 |
|
|
2024
Q3 | $6.04M | Buy |
35,449
+564
| +2% | +$81.7K | 0.15% | 77 |
|
|
2024
Q2 | $4.93M | Sell |
34,885
-470
| -1% | -$58.4K | 0.13% | 83 |
|
|
2024
Q1 | $4.44M | Sell |
35,355
-6,848
| -16% | -$784K | 0.12% | 94 |
|
|
2023
Q4 | $4.45M | Buy |
42,203
+15,133
| +56% | +$1.65M | 0.14% | 86 |
|
|
2023
Q3 | $2.87M | Buy |
27,070
+2,185
| +9% | +$253K | 0.11% | 83 |
|
|
2023
Q2 | $2.96M | Buy |
24,885
+8,806
| +55% | +$910K | 0.12% | 69 |
|
|
2023
Q1 | $1.49M | Sell |
16,079
-48
| -0.3% | -$4.21K | 0.07% | 102 |
|
|
2022
Q4 | $1.32M | Hold |
16,127
| – | – | 0.08% | 100 |
|
|
2022
Q3 | $985K | Sell |
16,127
-1,400
| -8% | -$102K | 0.06% | 113 |
|
|
2022
Q2 | $1.23M | Buy |
17,527
+1,069
| +6% | +$78.3K | 0.07% | 105 |
|
|
2022
Q1 | $1.36M | Hold |
16,458
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $1.44M | Buy |
16,458
+24
| +0.1% | +$2.25K | 0.08% | 101 |
|
|
2021
Q3 | $1.43M | Hold |
16,434
| – | – | 0.09% | 89 |
|
|
2021
Q2 | $1.28M | Sell |
16,434
-2,433
| -13% | -$190K | 0.08% | 108 |
|
|
2021
Q1 | $1.32M | Buy |
18,867
+1,779
| +10% | +$115K | 0.08% | 95 |
|
|
2020
Q4 | $1.1M | Hold |
17,088
| – | – | 0.07% | 99 |
|
|
2020
Q3 | $1.02M | Buy |
17,088
+320
| +2% | +$18.2K | 0.07% | 97 |
|
|
2020
Q2 | $927K | Hold |
16,768
| – | – | 0.07% | 105 |
|
|
2020
Q1 | $810K | Sell |
16,768
-800
| -5% | -$41.3K | 0.06% | 113 |
|
|
2019
Q4 | $931K | Buy |
17,568
+800
| +5% | +$44K | 0.06% | 118 |
|
|
2019
Q3 | $923K | Hold |
16,768
| – | – | 0.06% | 121 |
|
|
2019
Q2 | $955K | Sell |
16,768
-189
| -1% | -$10.2K | 0.06% | 121 |
|
|
2019
Q1 | $911K | Sell |
16,957
-165
| -1% | -$8.41K | 0.05% | 120 |
|
|
2018
Q4 | $773K | Hold |
17,122
| – | – | 0.05% | 120 |
|
|
2018
Q3 | $883K | Sell |
17,122
-2,500
| -13% | -$121K | 0.05% | 106 |
|
|
2018
Q2 | $865K | Buy |
19,622
+2,834
| +17% | +$131K | 0.05% | 129 |
|
|
2018
Q1 | $768K | Sell |
16,788
-25,019
| -60% | -$1.24M | 0.04% | 137 |
|
|
2017
Q4 | $1.98M | Sell |
41,807
-664
| -2% | -$32.6K | 0.1% | 86 |
|
|
2017
Q3 | $2.05M | Sell |
42,471
-82
| -0.2% | -$4.08K | 0.11% | 84 |
|
|
2017
Q2 | $2.13M | Sell |
42,553
-300
| -0.7% | -$13.7K | 0.12% | 78 |
|
|
2017
Q1 | $1.91M | Buy |
42,853
+174
| +0.4% | +$7.25K | 0.11% | 85 |
|
|
2016
Q4 | $1.64M | Sell |
42,679
-600
| -1% | -$23.5K | 0.1% | 83 |
|
|
2016
Q3 | $1.7M | Sell |
43,279
-266
| -0.6% | -$10.8K | 0.11% | 86 |
|
|
2016
Q2 | $1.78M | Sell |
43,545
-98
| -0.2% | -$3.91K | 0.12% | 81 |
|
|
2016
Q1 | $1.79M | Buy |
43,643
+8,625
| +25% | +$319K | 0.12% | 80 |
|
|
2015
Q4 | $1.57M | Sell |
35,018
-1,429
| -4% | -$54.6K | 0.11% | 93 |
|
|
2015
Q3 | $1.32M | Buy |
36,447
+2,980
| +9% | +$115K | 0.09% | 90 |
|
|
2015
Q2 | $1.35M | Sell |
33,467
-1,361
| -4% | -$59K | 0.08% | 93 |
|
|
2015
Q1 | $1.5M | Sell |
34,828
-190
| -0.5% | -$8.23K | 0.09% | 93 |
|
|
2014
Q4 | $1.57M | Sell |
35,018
-755
| -2% | -$30.7K | 0.09% | 92 |
|
|
2014
Q3 | $1.37M | Sell |
35,773
-4,915
| -12% | -$199K | 0.08% | 97 |
|
|
2014
Q2 | $1.65M | Buy |
40,688
+120
| +0.3% | +$4.94K | 0.1% | 93 |
|
|
2014
Q1 | $1.66M | Buy |
40,568
+1,165
| +3% | +$44.3K | 0.1% | 93 |
|
|
2013
Q4 | $1.51M | Buy |
39,403
+2,750
| +8% | +$94.5K | 0.1% | 95 |
|
|
2013
Q3 | $1.22M | Sell |
36,653
-880
| -2% | -$28.6K | 0.09% | 108 |
|
|
2013
Q2 | $1.15M | Buy |
+37,533
| New | +$1.25M | 0.09% | 110 |
|
Other funds holding ORCL
VCM
VPM
