EHWM
Eads & Heald Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
18,037
-1,224
| -6% | -$268K | 1.95% | 2 |
|
|
2025
Q1 | $2.69M | Sell |
19,261
-810
| -4% | -$113K | 1.37% | 16 |
|
|
2024
Q4 | $3.35M | Sell |
20,071
-1,460
| -7% | -$243K | 1.65% | 7 |
|
|
2024
Q3 | $3.67M | Sell |
21,531
-2,287
| -10% | -$390K | 1.74% | 3 |
|
|
2024
Q2 | $3.36M | Sell |
23,818
-1,063
| -4% | -$150K | 1.62% | 5 |
|
|
2024
Q1 | $3.13M | Sell |
24,881
-1,655
| -6% | -$208K | 1.46% | 9 |
|
|
2023
Q4 | $2.8M | Sell |
26,536
-365
| -1% | -$38.5K | 1.35% | 15 |
|
|
2023
Q3 | $2.85M | Sell |
26,901
-1,102
| -4% | -$117K | 1.49% | 5 |
|
|
2023
Q2 | $3.34M | Sell |
28,003
-4,507
| -14% | -$537K | 1.64% | 2 |
|
|
2023
Q1 | $3.02M | Sell |
32,510
-483
| -1% | -$44.9K | 1.5% | 5 |
|
|
2022
Q4 | $2.7M | Sell |
32,993
-115
| -0.3% | -$9.4K | 1.37% | 14 |
|
|
2022
Q3 | $2.02M | Buy |
33,108
+283
| +0.9% | +$17.3K | 1.15% | 33 |
|
|
2022
Q2 | $2.29M | Sell |
32,825
-15
| -0% | -$1.05K | 1.23% | 18 |
|
|
2022
Q1 | $2.72M | Sell |
32,840
-165
| -0.5% | -$13.7K | 1.26% | 19 |
|
|
2021
Q4 | $2.88M | Sell |
33,005
-1,237
| -4% | -$108K | 1.25% | 20 |
|
|
2021
Q3 | $2.98M | Sell |
34,242
-377
| -1% | -$32.9K | 1.44% | 7 |
|
|
2021
Q2 | $2.7M | Sell |
34,619
-2,159
| -6% | -$168K | 1.31% | 15 |
|
|
2021
Q1 | $2.58M | Buy |
36,778
+567
| +2% | +$39.8K | 1.33% | 16 |
|
|
2020
Q4 | $2.34M | Buy |
36,211
+99
| +0.3% | +$6.4K | 1.26% | 25 |
|
|
2020
Q3 | $2.16M | Sell |
36,112
-4,007
| -10% | -$239K | 1.29% | 21 |
|
|
2020
Q2 | $2.22M | Sell |
40,119
-955
| -2% | -$52.8K | 1.35% | 18 |
|
|
2020
Q1 | $1.99M | Buy |
41,074
+51
| +0.1% | +$2.47K | 1.4% | 19 |
|
|
2019
Q4 | $2.17M | Buy |
41,023
+568
| +1% | +$30.1K | 1.15% | 33 |
|
|
2019
Q3 | $2.23M | Buy |
40,455
+347
| +0.9% | +$19.1K | 1.24% | 29 |
|
|
2019
Q2 | $2.29M | Sell |
40,108
-718
| -2% | -$40.9K | 1.29% | 22 |
|
|
2019
Q1 | $2.19M | Buy |
40,826
+376
| +0.9% | +$20.2K | 1.27% | 26 |
|
|
2018
Q4 | $1.83M | Sell |
40,450
-392
| -1% | -$17.7K | 1.22% | 32 |
|
|
2018
Q3 | $2.11M | Buy |
40,842
+145
| +0.4% | +$7.48K | 1.21% | 31 |
|
|
2018
Q2 | $1.79M | Buy |
40,697
+79
| +0.2% | +$3.48K | 1.11% | 38 |
|
|
2018
Q1 | $1.86M | Sell |
40,618
-1,505
| -4% | -$68.8K | 1.18% | 34 |
|
|
2017
Q4 | $1.99M | Sell |
42,123
-3
| -0% | -$142 | 1.17% | 32 |
|
|
2017
Q3 | $2.04M | Sell |
42,126
-665
| -2% | -$32.2K | 1.27% | 18 |
|
|
2017
Q2 | $2.15M | Sell |
42,791
-1,050
| -2% | -$52.7K | 1.38% | 14 |
|
|
2017
Q1 | $1.96M | Buy |
43,841
+90
| +0.2% | +$4.02K | 1.26% | 19 |
|
|
2016
Q4 | $1.68M | Buy |
43,751
+775
| +2% | +$29.8K | 1.15% | 37 |
|
|
2016
Q3 | $1.69M | Sell |
42,976
-351
| -0.8% | -$13.8K | 1.16% | 32 |
|
|
2016
Q2 | $1.77M | Sell |
43,327
-1,289
| -3% | -$52.7K | 1.22% | 27 |
|
|
2016
Q1 | $1.83M | Sell |
44,616
-1,300
| -3% | -$53.2K | 1.26% | 21 |
|
|
2015
Q4 | $1.68M | Sell |
45,916
-800
| -2% | -$29.2K | 1.16% | 31 |
|
|
2015
Q3 | $1.69M | Sell |
46,716
-775
| -2% | -$28K | 1.2% | 26 |
|
|
2015
Q2 | $1.91M | Sell |
47,491
-565
| -1% | -$22.8K | 1.26% | 24 |
|
|
2015
Q1 | $2.07M | Sell |
48,056
-1,887
| -4% | -$81.4K | 1.33% | 19 |
|
|
2014
Q4 | $2.25M | Sell |
49,943
-408
| -0.8% | -$18.3K | 1.43% | 7 |
|
|
2014
Q3 | $1.93M | Sell |
50,351
-1,326
| -3% | -$50.7K | 1.3% | 27 |
|
|
2014
Q2 | $2.09M | Sell |
51,677
-4,491
| -8% | -$182K | 1.39% | 20 |
|
|
2014
Q1 | $2.3M | Buy |
56,168
+589
| +1% | +$24.1K | 1.51% | 7 |
|
|
2013
Q4 | $2.13M | Buy |
55,579
+217
| +0.4% | +$8.3K | 1.41% | 19 |
|
|
2013
Q3 | $1.84M | Sell |
55,362
-3,517
| -6% | -$117K | 1.31% | 31 |
|
|
2013
Q2 | $1.81M | Buy |
+58,879
| New | +$1.81M | 1.28% | 30 |
|