EWM
Empirical Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
55,834
-7,628
| -12% | -$1.67M | 0.28% | 70 |
|
|
2025
Q1 | $8.87M | Sell |
63,462
-37,532
| -37% | -$5.25M | 0.23% | 90 |
|
|
2024
Q4 | $16.8M | Buy |
100,994
+1,187
| +1% | +$198K | 0.46% | 41 |
|
|
2024
Q3 | $17M | Buy |
99,807
+4,923
| +5% | +$839K | 0.48% | 38 |
|
|
2024
Q2 | $13.4M | Buy |
94,884
+1,663
| +2% | +$235K | 0.4% | 53 |
|
|
2024
Q1 | $11.7M | Buy |
93,221
+11,839
| +15% | +$1.49M | 0.35% | 55 |
|
|
2023
Q4 | $8.58M | Buy |
81,382
+3,166
| +4% | +$334K | 0.29% | 68 |
|
|
2023
Q3 | $8.28M | Buy |
78,216
+9,044
| +13% | +$958K | 0.32% | 66 |
|
|
2023
Q2 | $8.24M | Buy |
69,172
+43,144
| +166% | +$5.14M | 0.33% | 62 |
|
|
2023
Q1 | $2.42M | Buy |
26,028
+175
| +0.7% | +$16.3K | 0.1% | 129 |
|
|
2022
Q4 | $2.11M | Sell |
25,853
-792
| -3% | -$64.7K | 0.1% | 131 |
|
|
2022
Q3 | $1.63M | Buy |
26,645
+769
| +3% | +$47K | 0.09% | 146 |
|
|
2022
Q2 | $1.81M | Sell |
25,876
-57,789
| -69% | -$4.04M | 0.09% | 137 |
|
|
2022
Q1 | $6.92M | Buy |
83,665
+17,464
| +26% | +$1.44M | 0.35% | 52 |
|
|
2021
Q4 | $5.77M | Buy |
66,201
+16,926
| +34% | +$1.48M | 0.29% | 61 |
|
|
2021
Q3 | $4.29M | Buy |
49,275
+205
| +0.4% | +$17.9K | 0.24% | 74 |
|
|
2021
Q2 | $3.82M | Buy |
49,070
+4,829
| +11% | +$376K | 0.23% | 72 |
|
|
2021
Q1 | $3.1M | Buy |
44,241
+33,517
| +313% | +$2.35M | 0.25% | 68 |
|
|
2020
Q4 | $694K | Buy |
10,724
+498
| +5% | +$32.2K | 0.05% | 196 |
|
|
2020
Q3 | $610K | Hold |
10,226
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $565K | Sell |
10,226
-1,532
| -13% | -$84.6K | 0.05% | 189 |
|
|
2020
Q1 | $568K | Sell |
11,758
-604
| -5% | -$29.2K | 0.06% | 162 |
|
|
2019
Q4 | $655K | Sell |
12,362
-89
| -0.7% | -$4.72K | 0.07% | 154 |
|
|
2019
Q3 | $685K | Sell |
12,451
-346
| -3% | -$19K | 0.08% | 134 |
|
|
2019
Q2 | $729K | Buy |
12,797
+1,896
| +17% | +$108K | 0.1% | 120 |
|
|
2019
Q1 | $585K | Sell |
10,901
-263
| -2% | -$14.1K | 0.09% | 130 |
|
|
2018
Q4 | $504K | Buy |
11,164
+735
| +7% | +$33.2K | 0.09% | 119 |
|
|
2018
Q3 | $538K | Sell |
10,429
-168
| -2% | -$8.67K | 0.1% | 114 |
|
|
2018
Q2 | $467K | Sell |
10,597
-276
| -3% | -$12.2K | 0.09% | 112 |
|
|
2018
Q1 | $497K | Buy |
10,873
+1,029
| +10% | +$47K | 0.1% | 100 |
|
|
2017
Q4 | $465K | Buy |
9,844
+1,501
| +18% | +$70.9K | 0.1% | 93 |
|
|
2017
Q3 | $403K | Buy |
8,343
+186
| +2% | +$8.99K | 0.09% | 94 |
|
|
2017
Q2 | $409K | Buy |
8,157
+2,873
| +54% | +$144K | 0.1% | 92 |
|
|
2017
Q1 | $236K | Buy |
+5,284
| New | +$236K | 0.06% | 118 |
|