Crestwood Advisors Group’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 | $42M | Buy |
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|
2025
Q1 | $25.5M | Sell |
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|
2024
Q4 | $30.5M | Sell |
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|
2024
Q3 | $31.3M | Buy |
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|
2024
Q2 | $25.7M | Sell |
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|
2024
Q1 | $22.9M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $18.4M | Buy |
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|
2023
Q2 | $4.59M | Buy |
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|
2023
Q1 | $3.36M | Sell |
|
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.19M | Sell |
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|
2020
Q4 | $9.26M | Sell |
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|
2020
Q3 | $8.97M | Sell |
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|
2020
Q2 | $8.36M | Sell |
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|
2020
Q1 | $7.34M | Sell |
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|
2019
Q4 | $8.1M | Buy |
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|
2019
Q3 | $8.35M | Buy |
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|
2019
Q2 | $8.63M | Buy |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $235K | Sell |
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|
2018
Q3 | $273K | Hold |
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|
2018
Q2 | $255K | Buy |
|
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $212K | Hold |
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|
2017
Q2 | $221K | Sell |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $207K | Buy |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $223K | Buy |
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|
2015
Q2 | $233K | Buy |
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|
2015
Q1 | $224K | Sell |
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|
2014
Q4 | $269K | Sell |
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|
2014
Q3 | $244K | Sell |
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|
2014
Q2 | $301K | Sell |
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|
2014
Q1 | $358K | Sell |
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|
2013
Q4 | $358K | Sell |
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|
2013
Q3 | $386K | Sell |
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|
2013
Q2 | $401K | Buy |
|