Crewe 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 | $1.73M | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $924K | Sell |
|
|||||
|
2024
Q1 | $838K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $791K | Sell |
|
|||||
|
2023
Q1 | $647K | Sell |
|
|||||
|
2022
Q4 | $654K | Sell |
|
|||||
|
2022
Q3 | $540K | Buy |
|
|||||
|
2022
Q2 | $264K | Buy |
|
|||||
|
2022
Q1 | $264K | Buy |
|
|||||
|
2021
Q4 | $265K | Buy |
|
|||||
|
2021
Q3 | $173K | Hold |
|
|||||
|
2021
Q2 | $155K | Hold |
|
|||||
|
2021
Q1 | $140K | Hold |
|
|||||
|
2020
Q4 | $129K | Sell |
|
|||||
|
2020
Q3 | $127K | Buy |
|
|||||
|
2020
Q2 | $110K | Hold |
|
|||||
|
2020
Q1 | $96K | Sell |
|
|||||
|
2019
Q4 | $109K | Buy |
|
|||||
|
2019
Q3 | $110K | Hold |
|
|||||
|
2019
Q2 | $113K | Hold |
|
|||||
|
2019
Q1 | $107K | Hold |
|
|||||
|
2018
Q4 | $90K | Hold |
|
|||||
|
2018
Q3 | $103K | Hold |
|
|||||
|
2018
Q2 | $88K | Hold |
|
|||||
|
2018
Q1 | $91K | Hold |
|
|||||
|
2017
Q4 | $94K | Buy |
|