EWM
Evercore Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
61,712
-1,062
| -2% | -$232K | 0.21% | 57 |
|
|
2025
Q1 | $8.78M | Sell |
62,774
-1,687
| -3% | -$236K | 0.14% | 75 |
|
|
2024
Q4 | $10.7M | Sell |
64,461
-485
| -0.7% | -$80.8K | 0.16% | 65 |
|
|
2024
Q3 | $11.1M | Sell |
64,946
-1,437
| -2% | -$245K | 0.17% | 64 |
|
|
2024
Q2 | $9.37M | Sell |
66,383
-1,166
| -2% | -$165K | 0.15% | 70 |
|
|
2024
Q1 | $8.48M | Sell |
67,549
-360
| -0.5% | -$45.2K | 0.13% | 77 |
|
|
2023
Q4 | $7.16M | Sell |
67,909
-3,522
| -5% | -$371K | 0.12% | 77 |
|
|
2023
Q3 | $7.57M | Sell |
71,431
-2,088
| -3% | -$221K | 0.14% | 73 |
|
|
2023
Q2 | $8.76M | Sell |
73,519
-821
| -1% | -$97.8K | 0.16% | 70 |
|
|
2023
Q1 | $6.91M | Sell |
74,340
-5,824
| -7% | -$541K | 0.14% | 75 |
|
|
2022
Q4 | $6.55M | Sell |
80,164
-2,364
| -3% | -$193K | 0.14% | 80 |
|
|
2022
Q3 | $5.04M | Sell |
82,528
-541
| -0.7% | -$33K | 0.11% | 86 |
|
|
2022
Q2 | $5.8M | Sell |
83,069
-2,317
| -3% | -$162K | 0.12% | 81 |
|
|
2022
Q1 | $7.06M | Sell |
85,386
-1,431
| -2% | -$118K | 0.12% | 80 |
|
|
2021
Q4 | $7.57M | Sell |
86,817
-1,048
| -1% | -$91.4K | 0.12% | 82 |
|
|
2021
Q3 | $7.66M | Sell |
87,865
-3,104
| -3% | -$270K | 0.14% | 81 |
|
|
2021
Q2 | $7.08M | Sell |
90,969
-648
| -0.7% | -$50.4K | 0.13% | 85 |
|
|
2021
Q1 | $6.43M | Sell |
91,617
-11,022
| -11% | -$773K | 0.13% | 89 |
|
|
2020
Q4 | $6.64M | Sell |
102,639
-6,835
| -6% | -$442K | 0.14% | 77 |
|
|
2020
Q3 | $6.54M | Sell |
109,474
-4,562
| -4% | -$272K | 0.16% | 74 |
|
|
2020
Q2 | $6.3M | Buy |
114,036
+2,764
| +2% | +$153K | 0.17% | 74 |
|
|
2020
Q1 | $5.38M | Sell |
111,272
-25,747
| -19% | -$1.24M | 0.18% | 74 |
|
|
2019
Q4 | $7.26M | Sell |
137,019
-3,103
| -2% | -$164K | 0.2% | 68 |
|
|
2019
Q3 | $7.71M | Sell |
140,122
-1,486
| -1% | -$81.8K | 0.23% | 71 |
|
|
2019
Q2 | $8.07M | Sell |
141,608
-85
| -0.1% | -$4.84K | 0.25% | 68 |
|
|
2019
Q1 | $7.61M | Buy |
141,693
+4,508
| +3% | +$242K | 0.25% | 69 |
|
|
2018
Q4 | $6.19M | Sell |
137,185
-2,208
| -2% | -$99.7K | 0.23% | 74 |
|
|
2018
Q3 | $7.19M | Buy |
139,393
+2,898
| +2% | +$149K | 0.23% | 73 |
|
|
2018
Q2 | $6.01M | Sell |
136,495
-465
| -0.3% | -$20.5K | 0.21% | 78 |
|
|
2018
Q1 | $6.27M | Sell |
136,960
-3,975
| -3% | -$182K | 0.24% | 75 |
|
|
2017
Q4 | $6.66M | Sell |
140,935
-10,575
| -7% | -$500K | 0.25% | 72 |
|
|
2017
Q3 | $7.33M | Buy |
151,510
+9,290
| +7% | +$449K | 0.29% | 69 |
|
|
2017
Q2 | $7.13M | Buy |
142,220
+18,873
| +15% | +$946K | 0.28% | 71 |
|
|
2017
Q1 | $5.5M | Sell |
123,347
-16,227
| -12% | -$724K | 0.22% | 82 |
|
|
2016
Q4 | $5.37M | Sell |
139,574
-1,394
| -1% | -$53.6K | 0.22% | 80 |
|
|
2016
Q3 | $5.54M | Sell |
140,968
-5,238
| -4% | -$206K | 0.23% | 79 |
|
|
2016
Q2 | $5.98M | Sell |
146,206
-4,087
| -3% | -$167K | 0.26% | 77 |
|
|
2016
Q1 | $6.15M | Sell |
150,293
-27,203
| -15% | -$1.11M | 0.27% | 73 |
|
|
2015
Q4 | $6.48M | Sell |
177,496
-19,270
| -10% | -$704K | 0.3% | 73 |
|
|
2015
Q3 | $7.1M | Sell |
196,766
-4,718
| -2% | -$170K | 0.34% | 69 |
|
|
2015
Q2 | $8.11M | Sell |
201,484
-5,342
| -3% | -$215K | 0.37% | 66 |
|
|
2015
Q1 | $8.93M | Sell |
206,826
-14,344
| -6% | -$619K | 0.41% | 64 |
|
|
2014
Q4 | $9.94M | Sell |
221,170
-12,827
| -5% | -$576K | 0.5% | 56 |
|
|
2014
Q3 | $8.96M | Buy |
233,997
+14,802
| +7% | +$567K | 0.45% | 65 |
|
|
2014
Q2 | $8.88M | Buy |
219,195
+40,394
| +23% | +$1.64M | 0.46% | 67 |
|
|
2014
Q1 | $7.32M | Sell |
178,801
-4,691
| -3% | -$192K | 0.41% | 70 |
|
|
2013
Q4 | $7.03M | Sell |
183,492
-11,690
| -6% | -$448K | 0.39% | 77 |
|
|
2013
Q3 | $6.48M | Sell |
195,182
-158,794
| -45% | -$5.27M | 0.37% | 79 |
|
|
2013
Q2 | $10.9M | Buy |
+353,976
| New | +$10.9M | 0.61% | 53 |
|