Everett Harris & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.26M | Sell |
8,550
-412
| -5% | -$67K | 0.02% | 142 |
|
|
2025
Q4 | $1.75M | Buy |
8,962
+1,901
| +27% | +$453K | 0.02% | 125 |
|
|
2025
Q3 | $1.99M | Sell |
7,061
-1,763
| -20% | -$449K | 0.02% | 118 |
|
|
2025
Q2 | $1.93M | Buy |
8,824
+37
| +0.4% | +$5.97K | 0.02% | 117 |
|
|
2025
Q1 | $1.23M | Buy |
8,787
+55
| +0.6% | +$8.95K | 0.02% | 130 |
|
|
2024
Q4 | $1.46M | Buy |
8,732
+3,063
| +54% | +$544K | 0.02% | 115 |
|
|
2024
Q3 | $966K | Sell |
5,669
-100
| -2% | -$14.5K | 0.01% | 139 |
|
|
2024
Q2 | $815K | Sell |
5,769
-100
| -2% | -$12.4K | 0.01% | 145 |
|
|
2024
Q1 | $737K | Sell |
5,869
-100
| -2% | -$11.4K | 0.01% | 156 |
|
|
2023
Q4 | $629K | Sell |
5,969
-100
| -2% | -$10.9K | 0.01% | 158 |
|
|
2023
Q3 | $643K | Hold |
6,069
| – | – | 0.01% | 156 |
|
|
2023
Q2 | $723K | Buy |
6,069
+200
| +3% | +$20.7K | 0.01% | 150 |
|
|
2023
Q1 | $545K | Buy |
5,869
+175
| +3% | +$15.3K | 0.01% | 169 |
|
|
2022
Q4 | $465K | Hold |
5,694
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $348K | Hold |
5,694
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $398K | Hold |
5,694
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $471K | Hold |
5,694
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $497K | Buy |
5,694
+184
| +3% | +$17.3K | 0.01% | 186 |
|
|
2021
Q3 | $480K | Hold |
5,510
| – | – | 0.01% | 184 |
|
|
2021
Q2 | $429K | Hold |
5,510
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $387K | Hold |
5,510
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $356K | Hold |
5,510
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $329K | Sell |
5,510
-35
| -0.6% | -$1.99K | 0.01% | 196 |
|
|
2020
Q2 | $306K | Buy |
5,545
+600
| +12% | +$31.8K | 0.01% | 192 |
|
|
2020
Q1 | $239K | Sell |
4,945
-609
| -11% | -$31.4K | 0.01% | 191 |
|
|
2019
Q4 | $294K | Hold |
5,554
| – | – | 0.01% | 220 |
|
|
2019
Q3 | $306K | Hold |
5,554
| – | – | 0.01% | 208 |
|
|
2019
Q2 | $316K | Hold |
5,554
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $298K | Buy |
5,554
+109
| +2% | +$5.55K | 0.01% | 209 |
|
|
2018
Q4 | $246K | Hold |
5,445
| – | – | 0.01% | 209 |
|
|
2018
Q3 | $281K | Sell |
5,445
-365
| -6% | -$17.7K | 0.01% | 216 |
|
|
2018
Q2 | $256K | Sell |
5,810
-248
| -4% | -$11.4K | 0.01% | 216 |
|
|
2018
Q1 | $277K | Buy |
6,058
+648
| +12% | +$32.2K | 0.01% | 210 |
|
|
2017
Q4 | $256K | Hold |
5,410
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $262K | Hold |
5,410
| – | – | 0.01% | 213 |
|
|
2017
Q2 | $271K | Sell |
5,410
-200
| -4% | -$9.12K | 0.01% | 205 |
|
|
2017
Q1 | $250K | Hold |
5,610
| – | – | 0.01% | 213 |
|
|
2016
Q4 | $216K | Sell |
5,610
-150
| -3% | -$5.87K | 0.01% | 215 |
|
|
2016
Q3 | $226K | Sell |
5,760
-800
| -12% | -$32.6K | 0.01% | 210 |
|
|
2016
Q2 | $269K | Sell |
6,560
-99
| -1% | -$3.95K | 0.01% | 207 |
|
|
2016
Q1 | $272K | Hold |
6,659
| – | – | 0.01% | 210 |
|
|
2015
Q4 | $243K | Hold |
6,659
| – | – | 0.01% | 210 |
|
|
2015
Q3 | $241K | Hold |
6,659
| – | – | 0.01% | 212 |
|
|
2015
Q2 | $268K | Hold |
6,659
| – | – | 0.01% | 205 |
|
|
2015
Q1 | $287K | Hold |
6,659
| – | – | 0.01% | 200 |
|
|
2014
Q4 | $299K | Sell |
6,659
-715
| -10% | -$29.1K | 0.01% | 195 |
|
|
2014
Q3 | $282K | Buy |
7,374
+865
| +13% | +$35K | 0.01% | 198 |
|
|
2014
Q2 | $264K | Hold |
6,509
| – | – | 0.01% | 206 |
|
|
2014
Q1 | $266K | Hold |
6,509
| – | – | 0.01% | 203 |
|
|
2013
Q4 | $249K | Sell |
6,509
-400
| -6% | -$13.8K | 0.01% | 198 |
|
|
2013
Q3 | $229K | Sell |
6,909
-3,500
| -34% | -$114K | 0.01% | 190 |
|
|
2013
Q2 | $320K | Buy |
+10,409
| New | +$345K | 0.01% | 171 |
|
Other funds holding ORCL
VCM
VPM
